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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCI Wealth Management's SPSM Position: Q1 2026 in Review

VCI Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, selling an estimated $142K and leaving 8,804 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #109.

VCI Wealth Management first reported a position in SPSM in Q2 2024 and has held it in 7 quarters since. The position peaked at $547K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

VCI Wealth Management held 8,804 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $425K as of Q1 2026.
VCI Wealth Management sold 2,866 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $142K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of VCI Wealth Management's portfolio in Q1 2026, its #109 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 7 quarters since.
VCI Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $547K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.