Wealthcare Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wealthcare Capital Management’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	$3.21M	Sell	55,587 -3,035	-5%	-$162K	0.3%	23
2026 Q1	$2.83M	Sell	58,622 -307	-0.5%	-$15.2K	0.28%	22
2025 Q4	$2.76M	Buy	58,929 +7,932	+16%	+$370K	0.27%	22
2025 Q3	$2.36M	Buy	50,997 +8,875	+21%	+$398K	0.24%	23
2025 Q2	$1.79M	Sell	42,122 -626	-1%	-$25.2K	0.19%	22
2025 Q1	$1.74M	Sell	42,748 -3,137	-7%	-$138K	0.18%	25
2024 Q4	$2.06M	Buy	45,885 +4,692	+11%	+$218K	0.21%	23
2024 Q3	$1.87M	Buy	41,193 +1,562	+4%	+$68.6K	0.19%	25
2024 Q2	$1.65M	Buy	39,631 +7,349	+23%	+$306K	0.17%	25
2024 Q1	$1.39M	Sell	32,282 -4,536	-12%	-$188K	0.15%	24
2023 Q4	$1.55M	Sell	36,818 -3,621	-9%	-$136K	0.18%	22
2023 Q3	$1.49M	Buy	40,439 +2,291	+6%	+$89.2K	0.18%	23
2023 Q2	$1.48M	Buy	38,148 +2,522	+7%	+$93.7K	0.17%	24
2023 Q1	$1.35M	Buy	35,626 +1,483	+4%	+$57.9K	0.16%	21
2022 Q4	$1.26M	Buy	34,143 +2,402	+8%	+$90K	0.16%	24
2022 Q3	$1.08M	Sell	31,741 -1,636	-5%	-$61.9K	0.14%	23
2022 Q2	$1.2M	Sell	33,377 -973	-3%	-$37.8K	0.13%	24
2022 Q1	$1.45M	Buy	34,350 +4,026	+13%	+$169K	0.14%	24
2021 Q4	$1.35M	Buy	30,324 +2,540	+9%	+$113K	0.12%	29
2021 Q3	$1.18M	Sell	27,784 -506	-2%	-$21.7K	0.11%	28
2021 Q2	$1.24M	Buy	28,290 +143	+0.5%	+$6.21K	0.12%	27
2021 Q1	$1.19M	Sell	28,147 -2,116	-7%	-$86.2K	0.12%	26
2020 Q4	$1.08M	Sell	30,263 -193	-0.6%	-$6.18K	0.11%	27
2020 Q3	$834K	Buy	30,456 +6,999	+30%	+$195K	0.09%	28
2020 Q2	$623K	Buy	23,457 +3,786	+19%	+$93K	0.08%	30
2020 Q1	$430K	Buy	19,671 +8,661	+79%	+$251K	0.06%	36
2019 Q4	$359K	Sell	11,010 -706	-6%	-$22K	0.04%	45
2019 Q3	$351K	Buy	11,716 +2,240	+24%	+$67.6K	0.04%	42
2019 Q2	$290K	Buy	9,476 +429	+5%	+$13K	0.04%	46
2019 Q1	$273K	Buy	9,047 +8,787	+3,380%	+$261K	0.04%	46
2018 Q4	$7K	Buy	+260	New	+$7.67K	﹤0.01%	163

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

Wealthcare Capital Management's SPSM Position: Q2 2026 in Review

Wealthcare Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.2% in Q2 2026, selling an estimated $162K and leaving 55,587 shares worth $3.21M. The position accounts for 0.3% of the portfolio, ranked #23.

Wealthcare Capital Management first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wealthcare Capital Management held 55,587 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.21M as of Q2 2026.
Wealthcare Capital Management sold 3,035 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Wealthcare Capital Management's portfolio in Q2 2026, its #23 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.