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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone Summit Wealth's SPSM Position: Q1 2026 in Review

Stone Summit Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q1 2026, selling an estimated $385K and leaving 43,143 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #51.

Stone Summit Wealth first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.4M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Stone Summit Wealth held 43,143 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.08M as of Q1 2026.
  • Stone Summit Wealth sold 7,771 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $385K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.58% of Stone Summit Wealth's portfolio in Q1 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 18 quarters since.
  • Stone Summit Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.4M in Q3 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.