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

VCI 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 Q3	$534K	Buy	10,108 +1,550	+18%	+$87.2K	0.13%	93
2026 Q2	$494K	Sell	8,558 -246	-3%	-$13.1K	0.12%	80
2026 Q1	$425K	Sell	8,804 -2,866	-25%	-$142K	0.12%	109
2025 Q4	$547K	Buy	11,670 +4,890	+72%	+$228K	0.15%	91
2025 Q3	$314K	Buy	6,780 +696	+11%	+$31.2K	0.1%	111
2025 Q2	$259K	Buy	+6,084	New	+$245K	0.09%	102
2025 Q1	–	Sell	-6,365	Closed	-$286K	–	109
2024 Q4	$286K	Buy	6,365 +318	+5%	+$14.8K	0.12%	84
2024 Q3	$275K	Buy	6,047 +48	+0.8%	+$2.11K	0.12%	93
2024 Q2	$249K	Buy	+5,999	New	+$250K	0.12%	88

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

VCI Wealth Management's SPSM Position: Q3 2026 in Review

VCI Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 18% in Q3 2026, buying an estimated $87.2K and bringing the position to 10,108 shares worth $534K. The position accounts for 0.13% of the portfolio, ranked #93.

VCI Wealth Management first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $547K in Q4 2025. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

VCI Wealth Management held 10,108 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $534K as of Q3 2026.
VCI Wealth Management bought 1,550 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $87.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of VCI Wealth Management's portfolio in Q3 2026, its #93 holding.
VCI Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
VCI Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $547K in Q4 2025.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on VCI Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.