SWM
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Seaside Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Seaside Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$923K Buy
19,104
+101
+0.5% +$5K 0.26% 26
2025
Q4 		$890K Sell
19,003
-425
-2% -$19.8K 0.25% 26
2025
Q3 		$900K Sell
19,428
-124
-0.6% -$5.56K 0.27% 28
2025
Q2 		$833K Sell
19,552
-642
-3% -$25.9K 0.27% 28
2025
Q1 		$823K Buy
20,194
+276
+1% +$12.2K 0.29% 26
2024
Q4 		$895K Sell
19,918
-146
-0.7% -$6.79K 0.33% 25
2024
Q3 		$913K Sell
20,064
-262
-1% -$11.5K 0.35% 23
2024
Q2 		$844K Sell
20,326
-28
-0.1% -$1.17K 0.35% 23
2024
Q1 		$876K Sell
20,354
-68
-0.3% -$2.81K 0.37% 23
2023
Q4 		$861K Sell
20,422
-2,128
-9% -$80.2K 0.39% 21
2023
Q3 		$832K Buy
22,550
+497
+2% +$19.4K 0.42% 21
2023
Q2 		$857K Sell
22,053
-76
-0.3% -$2.83K 0.44% 20
2023
Q1 		$835K Sell
22,129
-484
-2% -$18.9K 0.51% 21
2022
Q4 		$836K Sell
22,613
-208
-0.9% -$7.79K 0.55% 20
2022
Q3 		$872K Sell
22,821
-1,009
-4% -$38.2K 0.6% 20
2022
Q2 		$946K Buy
+23,830
New +$925K 0.72% 19

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seaside Wealth Management's SPSM Position: Q1 2026 in Review

Seaside Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.53% in Q1 2026, buying an estimated $5K and bringing the position to 19,104 shares worth $923K. The position accounts for 0.26% of the portfolio, ranked #26.

Seaside Wealth Management first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $946K in Q2 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Seaside Wealth Management held 19,104 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $923K as of Q1 2026.
  • Seaside Wealth Management bought 101 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.26% of Seaside Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Seaside Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $946K in Q2 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.