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

SMART 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	$1.94M	Buy	+33,592	New	+$1.79M	0.42%	78

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

SMART Wealth's SPSM Position: Q2 2026 in Review

SMART Wealth opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 33,592 shares worth $1.94M. The stake represents 0.42% of the portfolio and ranks #78 among its holdings.

1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SMART Wealth held 33,592 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.94M as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new SMART Wealth position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.42% of SMART Wealth's portfolio in Q2 2026, its #78 holding.
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 SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.