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

Sterling 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	$532K	Buy	9,221 +1,246	+16%	+$66.5K	0.13%	68
2026 Q1	$385K	Hold	7,975	–	–	0.11%	78
2025 Q4	$374K	Hold	7,975	–	–	0.11%	72
2025 Q3	$369K	Hold	7,975	–	–	0.11%	71
2025 Q2	$340K	Buy	+7,975	New	+$322K	0.12%	76
2024 Q4	$358K	Hold	7,975	–	–	0.13%	78
2024 Q3	$363K	Sell	7,975 -920	-10%	-$40.4K	0.14%	82
2024 Q2	$369K	Sell	8,895 -463	-5%	-$19.3K	0.18%	71
2024 Q1	$403K	Sell	9,358 -2,755	-23%	-$114K	0.2%	63
2023 Q4	$511K	Buy	+12,113	New	+$456K	0.29%	47

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

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

Sterling Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, buying an estimated $66.5K and bringing the position to 9,221 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #68.

Sterling Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sterling Wealth Management held 9,221 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $532K as of Q2 2026.
Sterling Wealth Management bought 1,246 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $66.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Sterling Wealth Management's portfolio in Q2 2026, its #68 holding.
Sterling Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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