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

WBI Investments’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	$481K	Buy	+9,962	New	+$493K	0.13%	194

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

WBI Investments's SPSM Position: Q1 2026 in Review

WBI Investments opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 9,962 shares worth $481K. The stake represents 0.13% of the portfolio and ranks #194 among its holdings.

1,000 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

WBI Investments held 9,962 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $481K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new WBI Investments position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of WBI Investments's portfolio in Q1 2026, its #194 holding.
1,000 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.