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

TIAA Wealth Investment 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 		$32.7K Buy
571
+540
+1,742% +$28.8K ﹤0.01% 489
2026
Q1 		$1.46K Buy
+31
New +$1.53K ﹤0.01% 551

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIAA Wealth Investment Management's SPSM Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1,742% in Q2 2026, buying an estimated $28.8K and bringing the position to 571 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

TIAA Wealth Investment Management first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 1,008 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • TIAA Wealth Investment Management held 571 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.7K as of Q2 2026.
  • TIAA Wealth Investment Management bought 540 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $28.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #489 holding.
  • TIAA Wealth Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,008 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.