VF
SPSM icon

Vawter Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vawter Financial’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 		$558K Sell
9,667
-137
-1% -$7.32K 0.21% 60
2026
Q1 		$474K Buy
9,804
+1
+0% +$50 0.2% 64
2025
Q4 		$459K Buy
9,803
+2
+0% +$93 0.19% 67
2025
Q3 		$454K Buy
+9,801
New +$439K 0.21% 68
2025
Q2 		– Sell
-9,455
Closed -$385K – 90
2025
Q1 		$385K Hold
9,455
– – 0.22% 66
2024
Q4 		$425K Hold
9,455
– – 0.26% 59
2024
Q3 		$430K Sell
9,455
-411
-4% -$18.1K 0.26% 55
2024
Q2 		$410K Sell
9,866
-302
-3% -$12.6K 0.28% 56
2024
Q1 		$438K Hold
10,168
– – 0.32% 49
2023
Q4 		$429K Buy
10,168
+387
+4% +$14.6K 0.34% 44
2023
Q3 		$361K Sell
9,781
-1,232
-11% -$48K 0.41% 44
2023
Q2 		$428K Buy
+11,013
New +$409K 0.37% 42

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vawter Financial's SPSM Position: Q2 2026 in Review

Vawter Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, selling an estimated $7.32K and leaving 9,667 shares worth $558K. The position accounts for 0.21% of the portfolio, ranked #60.

Vawter Financial first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 490 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Vawter Financial held 9,667 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $558K as of Q2 2026.
  • Vawter Financial sold 137 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $7.32K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Vawter Financial's portfolio in Q2 2026, its #60 holding.
  • Vawter Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.