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 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	$1.83M	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Advisory Solutions's SPSM Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q2 2026, buying an estimated $158K and bringing the position to 95,161 shares worth $5.49M. The position accounts for 1.13% of the portfolio, ranked #21.

Wealth Advisory Solutions first reported a position in SPSM in Q4 2019 and has held it in 25 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wealth Advisory Solutions held 95,161 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.49M as of Q2 2026.
Wealth Advisory Solutions bought 2,955 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $158K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.13% of Wealth Advisory Solutions's portfolio in Q2 2026, its #21 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 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 Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.