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

Sherman 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
Q2 		$371K Buy
6,427
+24
+0.4% +$1.28K 0.28% 59
2026
Q1 		$309K Buy
6,403
+51
+0.8% +$2.52K 0.27% 60
2025
Q4 		$298K Buy
+6,352
New +$296K 0.26% 64

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Sherman Wealth Management's SPSM Position: Q2 2026 in Review

Sherman Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.37% in Q2 2026, buying an estimated $1.28K and bringing the position to 6,427 shares worth $371K. The position accounts for 0.28% of the portfolio, ranked #59.

Sherman Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sherman Wealth Management held 6,427 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $371K as of Q2 2026.
  • Sherman Wealth Management bought 24 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.28K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Sherman Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.