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 Q2	$3.62M	Buy	62,732 +2,317	+4%	+$124K	0.59%	43
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 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

SkyOak Wealth's SPSM Position: Q2 2026 in Review

SkyOak Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.8% in Q2 2026, buying an estimated $124K and bringing the position to 62,732 shares worth $3.62M. The position accounts for 0.59% of the portfolio, ranked #43.

SkyOak Wealth first reported a position in SPSM in Q4 2019 and has held it in 27 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SkyOak Wealth held 62,732 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.62M as of Q2 2026.
SkyOak Wealth bought 2,317 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $124K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.59% of SkyOak Wealth's portfolio in Q2 2026, its #43 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 27 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.