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

SkyOak 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
Q1 		$2.92M Buy
60,415
+1,744
+3% +$86.3K 0.53% 48
2025
Q4 		$2.75M Buy
58,671
+750
+1% +$35K 0.49% 53
2025
Q3 		$2.68M Sell
57,921
-2,718
-4% -$122K 0.51% 55
2025
Q2 		$2.58M Buy
60,639
+2,366
+4% +$95.4K 0.52% 54
2025
Q1 		$2.38M Sell
58,273
-1,627
-3% -$71.7K 0.52% 51
2024
Q4 		$2.69M Sell
59,900
-1,180
-2% -$54.9K 0.58% 49
2024
Q3 		$2.78M Buy
61,080
+2,526
+4% +$111K 0.62% 45
2024
Q2 		$2.43M Sell
58,554
-495
-0.8% -$20.6K 0.57% 46
2024
Q1 		$2.54M Buy
59,049
+1,241
+2% +$51.3K 0.61% 45
2023
Q4 		$2.44M Buy
57,808
+3,105
+6% +$117K 0.63% 40
2023
Q3 		$2.02M Buy
54,703
+1,290
+2% +$50.2K 0.59% 45
2023
Q2 		$2.07M Buy
53,413
+1,582
+3% +$58.8K 0.59% 44
2023
Q1 		$1.96M Buy
51,831
+1,274
+3% +$49.7K 0.6% 44
2022
Q4 		$1.87M Buy
50,557
+1,670
+3% +$62.6K 0.63% 43
2022
Q3 		$1.67M Buy
48,887
+1,482
+3% +$56.1K 0.6% 47
2022
Q2 		$1.71M Buy
47,405
+16,667
+54% +$647K 0.58% 48
2022
Q1 		$1.29M Buy
30,738
+1,086
+4% +$45.7K 0.36% 74
2021
Q4 		$1.32M Buy
29,652
+1,819
+7% +$80.8K 0.34% 76
2021
Q3 		$1.19M Buy
27,833
+385
+1% +$16.5K 0.32% 75
2021
Q2 		$1.21M Sell
27,448
-294
-1% -$12.8K 0.32% 74
2021
Q1 		$1.21M Sell
27,742
-7,484
-21% -$305K 0.34% 75
2020
Q4 		$1.26M Sell
35,226
-2
-0% -$64 0.39% 69
2020
Q3 		$965K Sell
35,228
-1,165
-3% -$32.5K 0.35% 75
2020
Q2 		$967K Buy
36,393
+8,537
+31% +$210K 0.36% 71
2020
Q1 		$608K Buy
27,856
+256
+0.9% +$7.42K 0.31% 77
2019
Q4 		$901K Buy
+27,600
New +$862K 0.28% 77

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SkyOak Wealth's SPSM Position: Q1 2026 in Review

SkyOak Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q1 2026, buying an estimated $86.3K and bringing the position to 60,415 shares worth $2.92M. The position accounts for 0.53% of the portfolio, ranked #48.

SkyOak Wealth first reported a position in SPSM in Q4 2019 and has held it in 26 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • SkyOak Wealth held 60,415 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.92M as of Q1 2026.
  • SkyOak Wealth bought 1,744 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $86.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.53% of SkyOak Wealth's portfolio in Q1 2026, its #48 holding.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 26 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 SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.