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

Strategic Wealth Partners’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	$265K	Hold	4,597	–	–	0.02%	275
2026 Q1	$222K	Sell	4,597 -210	-4%	-$10.4K	0.02%	291
2025 Q4	$225K	Sell	4,807 -1,231	-20%	-$57.4K	0.02%	301
2025 Q3	$280K	Sell	6,038 -16,769	-74%	-$752K	0.02%	291
2025 Q2	$972K	Buy	+22,807	New	+$920K	0.08%	159
2024 Q4	$5.42M	Sell	118,509 -10,387	-8%	-$483K	0.45%	78
2024 Q3	$5.87M	Sell	128,896 -36	-0%	-$1.58K	0.56%	60
2024 Q2	$5.35M	Sell	128,932 -61	-0%	-$2.54K	0.56%	62
2024 Q1	$5.55M	Buy	128,993 +440	+0.3%	+$18.2K	0.61%	58
2023 Q4	$5.42M	Buy	128,553 +968	+0.8%	+$36.5K	0.67%	47
2023 Q3	$4.71M	Buy	127,585 +703	+0.6%	+$27.4K	0.62%	37
2023 Q2	$4.93M	Buy	+126,882	New	+$4.72M	0.64%	33
2018 Q4	–	Sell	-57,163	Closed	-$1.9M	–	710
2018 Q3	$1.9M	Buy	+57,163	New	+$1.9M	1.01%	21
2018 Q2	–	Sell	-887	Closed	-$27K	–	826
2018 Q1	$27K	Sell	887 -52	-6%	-$1.58K	0.01%	312
2017 Q4	$28K	Buy	+939	New	+$27.8K	0.02%	278

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

Strategic Wealth Partners's SPSM Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,597 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #275.

Strategic Wealth Partners first reported a position in SPSM in Q4 2017 and has held it in 15 quarters since. The position peaked at $5.87M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Strategic Wealth Partners held 4,597 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $265K as of Q2 2026.
Strategic Wealth Partners left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #275 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.87M in Q3 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.