SWM
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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
Q2 		$17.1M Buy
296,937
+45,242
+18% +$2.42M 2.21% 10
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SilverOak Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 18% in Q2 2026, buying an estimated $2.42M and bringing the position to 296,937 shares worth $17.1M. The position accounts for 2.21% of the portfolio, ranked #10.

SilverOak Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • SilverOak Wealth Management held 296,937 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.1M as of Q2 2026.
  • SilverOak Wealth Management bought 45,242 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.42M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.21% of SilverOak Wealth Management's portfolio in Q2 2026, its #10 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 11 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.