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 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

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

Stone Summit Wealth's SPSM Position: Q2 2026 in Review

Stone Summit Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q2 2026, selling an estimated $62.6K and leaving 41,971 shares worth $2.42M. The position accounts for 0.61% of the portfolio, ranked #50.

Stone Summit Wealth first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Stone Summit Wealth held 41,971 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.42M as of Q2 2026.
Stone Summit Wealth sold 1,172 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $62.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.61% of Stone Summit Wealth's portfolio in Q2 2026, its #50 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 19 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.