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

Silverlake 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	$1.13M	Buy	19,594 +3,402	+21%	+$182K	0.21%	131
2026 Q1	$782K	Sell	16,192 -503	-3%	-$24.9K	0.16%	158
2025 Q4	$782K	Sell	16,695 -1,955	-10%	-$91.2K	0.17%	147
2025 Q3	$864K	Sell	18,650 -255	-1%	-$11.4K	0.21%	130
2025 Q2	$805K	Buy	18,905 +3,778	+25%	+$152K	0.23%	122
2025 Q1	$617K	Buy	15,127 +1,498	+11%	+$66K	0.23%	114
2024 Q4	$612K	Buy	+13,629	New	+$634K	0.23%	111

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Silverlake Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q2 2026, buying an estimated $182K and bringing the position to 19,594 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #131.

Silverlake Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Silverlake Wealth Management held 19,594 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.13M as of Q2 2026.
Silverlake Wealth Management bought 3,402 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $182K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Silverlake Wealth Management's portfolio in Q2 2026, its #131 holding.
Silverlake Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.