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 Q3	$458K	Sell	8,671 -996	-10%	-$56.1K	0.17%	72
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	0.32%	44
2023 Q2	$428K	Buy	+11,013	New	+$409K	0.37%	42

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

Vawter Financial's SPSM Position: Q3 2026 in Review

Vawter Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q3 2026, selling an estimated $56.1K and leaving 8,671 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #72.

Vawter Financial first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $558K in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Vawter Financial held 8,671 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $458K as of Q3 2026.
Vawter Financial sold 996 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $56.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Vawter Financial's portfolio in Q3 2026, its #72 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 13 quarters since.
Vawter Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $558K 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 Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.