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 Q3	$422K	Sell	7,975 -1,246	-14%	-$70.1K	0.11%	76
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Sterling Wealth Management's SPSM Position: Q3 2026 in Review

Sterling Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q3 2026, selling an estimated $70.1K and leaving 7,975 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #76.

Sterling Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q2 2026. 401 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Sterling Wealth Management held 7,975 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $422K as of Q3 2026.
Sterling Wealth Management sold 1,246 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $70.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Sterling Wealth Management's portfolio in Q3 2026, its #76 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 11 quarters since.
Sterling Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $532K in Q2 2026.
401 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.