VWM
SPSM icon

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

Valley Wealth Managers’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 		– Sell
-270
Closed -$15.6K – 359
2026
Q2 		$15.6K Buy
+270
New +$14.4K ﹤0.01% 265

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Valley Wealth Managers's SPSM Position: Q3 2026 in Review

Valley Wealth Managers sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 270 shares — an estimated $15.6K sold.

Valley Wealth Managers first reported a position in SPSM in Q2 2026 and held it in 1 quarter. The position peaked at $15.6K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Valley Wealth Managers reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 270 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $15.6K.
  • Valley Wealth Managers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2026 and held it in 1 quarter.
  • Valley Wealth Managers's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $15.6K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.