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 Q3	$282K	Hold	5,336	–	–	0.02%	361
2026 Q2	$308K	Hold	5,336	–	–	0.03%	295
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	–	613
2025 Q2	$227K	Buy	+5,336	New	+$215K	0.06%	219

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPSM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 5,336 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #361.

Summit Wealth Group (Colorado) first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $308K in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Summit Wealth Group (Colorado) held 5,336 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $282K as of Q3 2026.
Summit Wealth Group (Colorado) left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #361 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 5 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $308K in Q2 2026.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.