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

Wealth Advisory Solutions’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 Q3	$4.9M	Sell	92,685 -2,476	-3%	-$139K	1.01%	26
2026 Q2	$5.49M	Buy	95,161 +2,955	+3%	+$158K	1.13%	21
2026 Q1	$4.46M	Buy	92,206 +11,248	+14%	+$557K	0.99%	26
2025 Q4	$3.79M	Buy	80,958 +1,313	+2%	+$61.2K	0.88%	33
2025 Q3	$3.69M	Buy	79,645 +5,931	+8%	+$266K	0.89%	34
2025 Q2	$3.14M	Buy	73,714 +1,746	+2%	+$70.4K	0.8%	37
2025 Q1	$2.93M	Buy	71,968 +2,224	+3%	+$98K	0.78%	41
2024 Q4	$3.13M	Buy	69,744 +6,229	+10%	+$290K	0.88%	34
2024 Q3	$2.89M	Buy	63,515 +2,420	+4%	+$106K	0.8%	37
2024 Q2	$2.54M	Buy	61,095 +619	+1%	+$25.8K	0.69%	36
2024 Q1	$2.6M	Buy	+60,476	New	+$2.5M	0.67%	39
2023 Q4	–	Sell	-58,000	Closed	-$2.14M	–	108
2023 Q3	$2.14M	Buy	58,000 +1,551	+3%	+$60.4K	0.42%	48
2023 Q2	$2.19M	Buy	56,449 +597	+1%	+$22.2K	0.58%	47
2023 Q1	$2.11M	Buy	55,852 +1,311	+2%	+$51.2K	0.56%	48
2022 Q4	$2.02M	Buy	54,541 +657	+1%	+$24.6K	0.54%	49
2022 Q3	$1.84M	Sell	53,884 -65,846	-55%	-$2.49M	0.51%	53
2022 Q2	$4.31M	Buy	119,730 +97,223	+432%	+$3.77M	1.06%	28
2022 Q1	$947K	Buy	+22,507	New	+$947K	0.2%	83
2021 Q3	$668K	Sell	15,691 -4,170	-21%	-$179K	0.15%	100
2021 Q2	$873K	Buy	19,861 +47	+0.2%	+$2.04K	0.21%	91
2021 Q1	$1M	Sell	19,814 -367	-2%	-$15K	0.21%	104
2020 Q4	$722K	Buy	20,181 +247	+1%	+$7.91K	0.2%	75
2020 Q3	$545K	Buy	19,934 +18	+0.1%	+$502	0.14%	102
2020 Q2	$529K	Buy	19,916 +328	+2%	+$8.06K	0.15%	105
2020 Q1	$427K	Buy	19,588 +8,618	+79%	+$250K	0.15%	111
2019 Q4	$357K	Buy	+10,970	New	+$342K	0.09%	137

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Advisory Solutions's SPSM Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q3 2026, selling an estimated $139K and leaving 92,685 shares worth $4.9M. The position accounts for 1.01% of the portfolio, ranked #26.

Wealth Advisory Solutions first reported a position in SPSM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.49M in Q2 2026. 262 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Wealth Advisory Solutions held 92,685 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.9M as of Q3 2026.
Wealth Advisory Solutions sold 2,476 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $139K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.01% of Wealth Advisory Solutions's portfolio in Q3 2026, its #26 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.49M in Q2 2026.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.