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

Spire Wealth Management’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	$104K	Sell	1,803 -11	-0.6%	-$587	﹤0.01%	965
2026 Q1	$87.7K	Hold	1,814	–	–	﹤0.01%	1006
2025 Q4	$85K	Hold	1,814	–	–	﹤0.01%	1032
2025 Q3	$84K	Hold	1,814	–	–	﹤0.01%	1050
2025 Q2	$77.3K	Sell	1,814 -245	-12%	-$9.88K	﹤0.01%	1068
2025 Q1	$83.9K	Buy	2,059 +133	+7%	+$5.86K	﹤0.01%	1106
2024 Q4	$86.5K	Hold	1,926	–	–	﹤0.01%	1090
2024 Q3	$87.7K	Sell	1,926 -143	-7%	-$6.28K	﹤0.01%	951
2024 Q2	$85.9K	Buy	2,069 +1	+0%	+$42	﹤0.01%	941
2024 Q1	$89K	Buy	2,068 +55	+3%	+$2.27K	﹤0.01%	1020
2023 Q4	$81.8K	Buy	2,013 +1	+0%	+$38	﹤0.01%	1051
2023 Q3	$74.3K	Buy	2,012 +1,793	+819%	+$69.8K	﹤0.01%	1036
2023 Q2	$8.52K	Sell	219 -31	-12%	-$1.15K	﹤0.01%	1861
2023 Q1	$9.43K	Buy	250 +1	+0.4%	+$39	﹤0.01%	1870
2022 Q4	$9K	Buy	249 +139	+126%	+$5.21K	﹤0.01%	1676
2022 Q3	$4K	Sell	110 -160	-59%	-$6.06K	﹤0.01%	1821
2022 Q2	$10K	Sell	270 -322	-54%	-$12.5K	﹤0.01%	1929
2022 Q1	$25K	Sell	592 -104	-15%	-$4.38K	﹤0.01%	1726
2021 Q4	$31K	Buy	696 +142	+26%	+$6.31K	﹤0.01%	1941
2021 Q3	$24K	Sell	554 -42	-7%	-$1.8K	﹤0.01%	1785
2021 Q2	$26K	Sell	596 -22	-4%	-$956	﹤0.01%	1774
2021 Q1	$26K	Buy	+618	New	+$25.2K	﹤0.01%	2051

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Spire Wealth Management's SPSM Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.61% in Q2 2026, selling an estimated $587 and leaving 1,803 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Spire Wealth Management first reported a position in SPSM in Q1 2021 and has held it in 22 quarters since. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Spire Wealth Management held 1,803 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $104K as of Q2 2026.
Spire Wealth Management sold 11 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $587.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #965 holding.
Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.