Taylor & Morgan Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Taylor & Morgan Wealth Management’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	$17.4M	Buy	301,836 +16,759	+6%	+$895K	8.58%	3
2026 Q1	$13.8M	Buy	285,077 +7,739	+3%	+$383K	7.86%	3
2025 Q4	$13M	Buy	277,338 +1,401	+0.5%	+$65.3K	7.28%	3
2025 Q3	$12.8M	Sell	275,937 -429	-0.2%	-$19.2K	7.85%	3
2025 Q2	$11.8M	Buy	276,366 +18,420	+7%	+$743K	7.95%	3
2025 Q1	$10.5M	Buy	257,946 +1,597	+0.6%	+$70.3K	7.93%	3
2024 Q4	$11.5M	Sell	256,349 -22,134	-8%	-$1.03M	8.09%	3
2024 Q3	$12.7M	Sell	278,483 -2,538	-0.9%	-$112K	8.5%	3
2024 Q2	$11.7M	Buy	281,021 +4,137	+1%	+$172K	8.25%	3
2024 Q1	$11.9M	Buy	276,884 +7,773	+3%	+$321K	8.75%	3
2023 Q4	$11.4M	Sell	269,111 -3,713	-1%	-$140K	9.03%	3
2023 Q3	$10.1M	Sell	272,824 -5,642	-2%	-$220K	9.07%	3
2023 Q2	$10.8M	Buy	+278,466	New	+$10.3M	8.87%	3

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Taylor & Morgan Wealth Management's SPSM Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.9% in Q2 2026, buying an estimated $895K and bringing the position to 301,836 shares worth $17.4M. The position accounts for 8.58% of the portfolio, ranked #3.

Taylor & Morgan Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 308 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Taylor & Morgan Wealth Management held 301,836 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.4M as of Q2 2026.
Taylor & Morgan Wealth Management bought 16,759 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $895K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 8.58% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #3 holding.
Taylor & Morgan Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.