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Summit Wealth Group (Colorado)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Summit Wealth Group (Colorado)’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 		$258K Hold
5,336
– – 0.03% 281
2025
Q4 		$250K Buy
+5,336
New +$249K 0.03% 237
2025
Q3 		– Sell
-5,336
Closed -$227K – 428
2025
Q2 		$227K Buy
+5,336
New +$215K 0.06% 219

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

Summit Wealth Group (Colorado)'s SPSM Position: Q1 2026 in Review

Summit Wealth Group (Colorado) held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 5,336 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #281.

Summit Wealth Group (Colorado) first reported a position in SPSM in Q2 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Summit Wealth Group (Colorado) held 5,336 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $258K as of Q1 2026.
  • Summit Wealth Group (Colorado) left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #281 holding.
  • Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.