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

WBH Advisory’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 		$18M Sell
312,928
-591
-0.2% -$31.6K 1.21% 21
2026
Q1 		$15.2M Buy
313,519
+3,337
+1% +$165K 1.14% 25
2025
Q4 		$14.5M Buy
310,182
+1,056
+0.3% +$49.2K 1.08% 28
2025
Q3 		$14.3M Buy
309,126
+2,887
+0.9% +$129K 1.09% 29
2025
Q2 		$13M Buy
306,239
+10,906
+4% +$440K 1.11% 26
2025
Q1 		$12M Buy
295,333
+5,193
+2% +$229K 1.12% 28
2024
Q4 		$13M Buy
290,140
+2,754
+1% +$128K 1.21% 25
2024
Q3 		$13.1M Buy
287,386
+15,840
+6% +$696K 1.24% 25
2024
Q2 		$11.3M Buy
271,546
+11,455
+4% +$477K 1.14% 27
2024
Q1 		$11.2M Buy
260,091
+19,142
+8% +$791K 1.15% 25
2023
Q4 		$10.2M Sell
240,949
-15,397
-6% -$580K 1.13% 25
2023
Q3 		$9.46M Buy
256,346
+15,728
+7% +$613K 1.16% 23
2023
Q2 		$9.35M Buy
240,618
+5,733
+2% +$213K 1.11% 24
2023
Q1 		$8.87M Buy
+234,885
New +$9.17M 1.11% 22
2022
Q3 		$7.01M Buy
205,792
+23,594
+13% +$893K 1.01% 26
2022
Q2 		$6.57M Sell
182,198
-53,742
-23% -$2.09M 0.88% 35
2022
Q1 		$9.41M Buy
235,940
+38,851
+20% +$1.64M 1.15% 22
2021
Q4 		$8.81M Buy
197,089
+5,620
+3% +$250K 1% 26
2021
Q3 		$8.16M Buy
191,469
+30,389
+19% +$1.3M 1.1% 23
2021
Q2 		$6.85M Buy
161,080
+25,848
+19% +$1.12M 1% 25
2021
Q1 		$5.72M Buy
135,232
+9,514
+8% +$388K 0.93% 27
2020
Q4 		$4.94M Buy
125,718
+11,328
+10% +$363K 0.85% 30
2020
Q3 		$3.13M Buy
114,390
+2,606
+2% +$72.6K 0.63% 38
2020
Q2 		$2.97M Buy
111,784
+24,420
+28% +$600K 0.72% 38
2020
Q1 		$1.91M Buy
+87,364
New +$2.53M 0.45% 47

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WBH Advisory's SPSM Position: Q2 2026 in Review

WBH Advisory reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q2 2026, selling an estimated $31.6K and leaving 312,928 shares worth $18M. The position accounts for 1.21% of the portfolio, ranked #21.

WBH Advisory first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • WBH Advisory held 312,928 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18M as of Q2 2026.
  • WBH Advisory sold 591 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $31.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.21% of WBH Advisory's portfolio in Q2 2026, its #21 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.