Vestia Personal Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vestia Personal Wealth Advisors’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	$319K	Buy	6,596 +105	+2%	+$5.2K	0.15%	80
2025 Q4	$329K	Buy	6,491 +65	+1%	+$3.03K	0.17%	73
2025 Q3	$298K	Buy	6,426 +20	+0.3%	+$897	0.17%	80
2025 Q2	$273K	Sell	6,406 -215	-3%	-$8.67K	0.19%	81
2025 Q1	$270K	Sell	6,621 -19	-0.3%	-$837	0.21%	71
2024 Q4	$298K	Buy	6,640 +34	+0.5%	+$1.58K	0.25%	63
2024 Q3	$301K	Sell	6,606 -217	-3%	-$9.53K	0.28%	55
2024 Q2	$283K	Buy	+6,823	New	+$284K	0.3%	57

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

Vestia Personal Wealth Advisors's SPSM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q1 2026, buying an estimated $5.2K and bringing the position to 6,596 shares worth $319K. The position accounts for 0.15% of the portfolio, ranked #80.

Vestia Personal Wealth Advisors first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $329K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Vestia Personal Wealth Advisors held 6,596 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $319K as of Q1 2026.
Vestia Personal Wealth Advisors bought 105 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $329K 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 Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.