SSW
SPSM icon

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

Stone Summit 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
Q3 		$2.11M Sell
39,944
-2,027
-5% -$114K 0.57% 51
2026
Q2 		$2.42M Sell
41,971
-1,172
-3% -$62.6K 0.61% 50
2026
Q1 		$2.08M Sell
43,143
-7,771
-15% -$385K 0.58% 51
2025
Q4 		$2.39M Sell
50,914
-943
-2% -$44K 0.65% 48
2025
Q3 		$2.4M Sell
51,857
-2,898
-5% -$130K 0.68% 49
2025
Q2 		$2.33M Buy
54,755
+3,623
+7% +$146K 0.72% 50
2025
Q1 		$2.08M Buy
51,132
+202
+0.4% +$8.9K 0.71% 51
2024
Q4 		$2.29M Sell
50,930
-273
-0.5% -$12.7K 0.77% 45
2024
Q3 		$2.33M Buy
51,203
+3,417
+7% +$150K 0.75% 44
2024
Q2 		$1.98M Buy
47,786
+1,757
+4% +$73.2K 0.71% 46
2024
Q1 		$1.98M Buy
46,029
+4,196
+10% +$173K 0.69% 50
2023
Q4 		$1.76M Buy
41,833
+5,516
+15% +$208K 0.68% 51
2023
Q3 		$1.34M Buy
36,317
+3,177
+10% +$124K 0.57% 61
2023
Q2 		$1.29M Buy
33,140
+2,530
+8% +$94K 0.53% 62
2023
Q1 		$1.16M Buy
30,610
+2,891
+10% +$113K 0.51% 64
2022
Q4 		$1.02M Buy
27,719
+704
+3% +$26.4K 0.5% 61
2022
Q3 		$921K Buy
27,015
+1,466
+6% +$55.5K 0.57% 56
2022
Q2 		$919K Buy
25,549
+4,253
+20% +$165K 0.55% 57
2022
Q1 		$903K Buy
21,296
+2,471
+13% +$104K 0.51% 61
2021
Q4 		$838K Buy
+18,825
New +$837K 0.68% 55

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Stone Summit Wealth's SPSM Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.8% in Q3 2026, selling an estimated $114K and leaving 39,944 shares worth $2.11M. The position accounts for 0.57% of the portfolio, ranked #51.

Stone Summit Wealth first reported a position in SPSM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.42M in Q2 2026. 235 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Stone Summit Wealth held 39,944 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.11M as of Q3 2026.
  • Stone Summit Wealth sold 2,027 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $114K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.57% of Stone Summit Wealth's portfolio in Q3 2026, its #51 holding.
  • Stone Summit Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.42M in Q2 2026.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.