Wealth Enhancement Advisory Services
SPSM icon

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

Wealth Enhancement Advisory Services’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 		$19.3M Buy
345,538
+8,655
+3% +$462K 0.03% 449
2026
Q1 		$16.4M Sell
336,883
-207,442
-38% -$10.3M 0.03% 449
2025
Q4 		$26.4M Sell
544,325
-32,317
-6% -$1.51M 0.04% 404
2025
Q3 		$26.6M Sell
576,642
-2,973
-0.5% -$133K 0.04% 374
2025
Q2 		$25.5M Sell
579,615
-204,153
-26% -$8.23M 0.04% 362
2025
Q1 		$31.9M Buy
783,768
+16,270
+2% +$717K 0.06% 292
2024
Q4 		$34.5M Buy
767,498
+241,908
+46% +$11.3M 0.07% 268
2024
Q3 		$23.9M Sell
525,590
-44,618
-8% -$1.96M 0.05% 318
2024
Q2 		$23.7M Sell
570,208
-46,470
-8% -$1.94M 0.06% 299
2024
Q1 		$26.5M Buy
616,678
+183,882
+42% +$7.6M 0.07% 266
2023
Q4 		$18.3M Buy
432,796
+144,460
+50% +$5.44M 0.05% 320
2023
Q3 		$10.6M Buy
288,336
+274,313
+1,956% +$10.7M 0.04% 392
2023
Q2 		$545K Sell
14,023
-100,961
-88% -$3.75M 0.01% 339
2023
Q1 		$4.34M Sell
114,984
-264,196
-70% -$10.3M 0.05% 145
2022
Q4 		$15M Sell
379,180
-16,892
-4% -$633K 0.19% 67
2022
Q3 		$13.8M Buy
396,072
+22,837
+6% +$864K 0.2% 67
2022
Q2 		$13.6M Buy
373,235
+19,249
+5% +$747K 0.19% 69
2022
Q1 		$15M Sell
353,986
-299
-0.1% -$12.6K 0.2% 61
2021
Q4 		$14.5M Buy
354,285
+18,643
+6% +$829K 0.21% 56
2021
Q3 		$14.8M Buy
335,642
+64,129
+24% +$2.75M 0.22% 56
2021
Q2 		$11.4M Buy
271,513
+39,065
+17% +$1.7M 0.18% 64
2021
Q1 		$9.99M Sell
232,448
-32,659
-12% -$1.33M 0.18% 64
2020
Q4 		$10.3M Buy
265,107
+4,201
+2% +$135K 0.23% 48
2020
Q3 		$7.79M Buy
260,906
+11,972
+5% +$334K 0.2% 47
2020
Q2 		$6.85M Sell
248,934
-53,178
-18% -$1.31M 0.2% 46
2020
Q1 		$7.35M Buy
302,112
+105,982
+54% +$3.07M 0.26% 49
2019
Q4 		$6.4M Buy
196,130
+32,604
+20% +$1.02M 0.23% 54
2019
Q3 		$4.86M Buy
163,526
+99,317
+155% +$3M 0.2% 55
2019
Q2 		$1.98M Buy
64,209
+43,793
+215% +$1.33M 0.09% 97
2019
Q1 		$637K Buy
20,416
+6,265
+44% +$186K 0.04% 158
2018
Q4 		$412K Buy
14,151
+5,396
+62% +$159K 0.03% 153
2018
Q3 		$256K Buy
8,755
+2,069
+31% +$68.9K 0.02% 158
2018
Q2 		$223K Buy
+6,686
New +$211K 0.01% 156

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q2 2026, buying an estimated $462K and bringing the position to 345,538 shares worth $19.3M. The position accounts for 0.03% of the portfolio, ranked #449.

Wealth Enhancement Advisory Services first reported a position in SPSM in Q2 2018 and has held it in 33 quarters since. The position peaked at $34.5M in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 345,538 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $19.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,655 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $462K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #449 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $34.5M in Q4 2024.
  • 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 Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.