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

SIMA Wealth Partners’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	$141K	Hold	2,444	–	–	0.1%	57
2026 Q1	$118K	Hold	2,444	–	–	0.09%	59
2025 Q4	$115K	Hold	2,444	–	–	0.09%	59
2025 Q3	$113K	Hold	2,444	–	–	0.09%	61
2025 Q2	$104K	Sell	2,444 -323	-12%	-$13K	0.08%	61
2025 Q1	$113K	Hold	2,767	–	–	0.09%	62
2024 Q4	$124K	Hold	2,767	–	–	0.11%	60
2024 Q3	$126K	Hold	2,767	–	–	0.11%	60
2024 Q2	$115K	Buy	+2,767	New	+$115K	0.11%	59

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

SIMA Wealth Partners's SPSM Position: Q2 2026 in Review

SIMA Wealth Partners held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 2,444 shares worth $141K. The position accounts for 0.1% of the portfolio, ranked #57.

SIMA Wealth Partners first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SIMA Wealth Partners held 2,444 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $141K as of Q2 2026.
SIMA Wealth Partners left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of SIMA Wealth Partners's portfolio in Q2 2026, its #57 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 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 SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.