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

Simplicity Wealth’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	$4.41M	Buy	76,480 +22,353	+41%	+$1.19M	0.15%	144
2026 Q1	$2.62M	Buy	54,127 +10,352	+24%	+$512K	0.15%	145
2025 Q4	$2.05M	Buy	43,775 +6,060	+16%	+$283K	0.12%	175
2025 Q3	$1.75M	Sell	37,715 -18,545	-33%	-$832K	0.1%	205
2025 Q2	$2.4M	Buy	+56,260	New	+$2.27M	0.1%	191
2025 Q1	–	Sell	-4,961	Closed	-$223K	–	603
2024 Q4	$223K	Buy	+4,961	New	+$231K	0.05%	294
2024 Q3	–	Sell	-5,147	Closed	-$214K	–	1102
2024 Q2	$214K	Buy	5,147 +358	+7%	+$14.9K	﹤0.01%	1081
2024 Q1	$206K	Buy	+4,789	New	+$198K	﹤0.01%	1061
2022 Q4	–	Sell	-7,356	Closed	-$251K	–	84
2022 Q3	$251K	Buy	7,356 +26	+0.4%	+$984	0.34%	62
2022 Q2	$264K	Sell	7,330 -4,787	-40%	-$186K	0.39%	49
2022 Q1	$510K	Sell	12,117 -4,998	-29%	-$210K	0.5%	47
2021 Q4	$765K	Buy	+17,115	New	+$761K	0.41%	43

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 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

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 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

Simplicity Wealth's SPSM Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 41% in Q2 2026, buying an estimated $1.19M and bringing the position to 76,480 shares worth $4.41M. The position accounts for 0.15% of the portfolio, ranked #144.

Simplicity Wealth first reported a position in SPSM in Q4 2021 and has held it in 12 quarters since. 775 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Simplicity Wealth held 76,480 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.41M as of Q2 2026.
Simplicity Wealth bought 22,353 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.19M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Simplicity Wealth's portfolio in Q2 2026, its #144 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 12 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.