Wealth Architects
SPSM icon

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

Wealth Architects’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 		$268K Buy
+5,068
New +$285K 0.02% 216

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Wealth Architects's SPSM Position: Q3 2026 in Review

Wealth Architects opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 5,068 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

555 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Wealth Architects held 5,068 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $268K as of Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Wealth Architects position in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #216 holding.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Wealth Architects's 13F filing for Q3 2026, filed 3 Nov 2026.