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

SilverOak 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	$12.2M	Buy	251,695 +23,949	+11%	+$1.19M	1.92%	11
2025 Q4	$10.7M	Buy	227,746 +155,262	+214%	+$7.24M	1.67%	13
2025 Q3	$3.36M	Sell	72,484 -2,206	-3%	-$98.9K	0.57%	25
2025 Q2	$3.18M	Sell	74,690 -1,511	-2%	-$60.9K	0.6%	24
2025 Q1	$3.11M	Buy	76,201 +5,759	+8%	+$254K	0.67%	20
2024 Q4	$3.16M	Buy	70,442 +202	+0.3%	+$9.4K	0.68%	22
2024 Q3	$3.2M	Sell	70,240 -4,627	-6%	-$203K	0.72%	19
2024 Q2	$3.11M	Buy	74,867 +29	+0%	+$1.21K	0.75%	18
2024 Q1	$3.22M	Buy	74,838 +19	+0%	+$785	0.8%	16
2023 Q4	$3.16M	Buy	+74,819	New	+$2.82M	0.85%	17

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SilverOak Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q1 2026, buying an estimated $1.19M and bringing the position to 251,695 shares worth $12.2M. The position accounts for 1.92% of the portfolio, ranked #11.

SilverOak Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

SilverOak Wealth Management held 251,695 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.2M as of Q1 2026.
SilverOak Wealth Management bought 23,949 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.19M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.92% of SilverOak Wealth Management's portfolio in Q1 2026, its #11 holding.
SilverOak Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on SilverOak Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.