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

WCG 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	$4.78M	Sell	98,944 -29,016	-23%	-$1.44M	0.13%	161
2025 Q4	$6M	Buy	127,960 +93,559	+272%	+$4.36M	0.17%	129
2025 Q3	$1.59M	Sell	34,401 -5,029	-13%	-$225K	0.1%	176
2025 Q2	$1.68M	Sell	39,430 -4,240	-10%	-$171K	0.11%	177
2025 Q1	$1.78M	Sell	43,670 -19,354	-31%	-$853K	0.14%	152
2024 Q4	$2.83M	Sell	63,024 -7,609	-11%	-$354K	0.19%	119
2024 Q3	$3.21M	Sell	70,633 -5,763	-8%	-$253K	0.22%	115
2024 Q2	$3.17M	Sell	76,396 -9,197	-11%	-$383K	0.24%	98
2024 Q1	$3.68M	Sell	85,593 -3,217	-4%	-$133K	0.31%	76
2023 Q4	$3.75M	Buy	88,810 +4,586	+5%	+$173K	0.28%	85
2023 Q3	$3.15M	Buy	84,224 +3,080	+4%	+$120K	0.23%	95
2023 Q2	$3.15M	Buy	81,144 +1,221	+2%	+$45.4K	0.37%	61
2023 Q1	$3.02M	Buy	79,923 +1,999	+3%	+$78K	0.39%	60
2022 Q4	$2.88M	Buy	77,924 +3,156	+4%	+$118K	0.4%	58
2022 Q3	$2.69M	Sell	74,768 -4,090	-5%	-$155K	0.36%	61
2022 Q2	$2.84M	Buy	+78,858	New	+$3.06M	0.39%	60

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

WCG Wealth Advisors's SPSM Position: Q1 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q1 2026, selling an estimated $1.44M and leaving 98,944 shares worth $4.78M. The position accounts for 0.13% of the portfolio, ranked #161.

WCG Wealth Advisors first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $6M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

WCG Wealth Advisors held 98,944 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.78M as of Q1 2026.
WCG Wealth Advisors sold 29,016 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.44M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q1 2026, its #161 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6M 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 WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.