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

Wealthcare Capital Partners’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	$3.75M	Buy	64,971 +1,671	+3%	+$89.2K	1.55%	11
2026 Q1	$3.06M	Buy	63,300 +1,813	+3%	+$89.7K	1.43%	12
2025 Q4	$2.88M	Buy	61,487 +3,401	+6%	+$159K	1.35%	12
2025 Q3	$2.69M	Buy	58,086 +224	+0.4%	+$10K	1.24%	14
2025 Q2	$2.46M	Buy	57,862 +7,451	+15%	+$300K	1.24%	14
2025 Q1	$2.05M	Buy	50,411 +4,609	+10%	+$203K	1.06%	16
2024 Q4	$2.06M	Buy	+45,802	New	+$2.13M	1.07%	17

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q2 2026, buying an estimated $89.2K and bringing the position to 64,971 shares worth $3.75M. The position accounts for 1.55% of the portfolio, ranked #11.

Wealthcare Capital Partners first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wealthcare Capital Partners held 64,971 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.75M as of Q2 2026.
Wealthcare Capital Partners bought 1,671 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $89.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.55% of Wealthcare Capital Partners's portfolio in Q2 2026, its #11 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
302 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 Partners's 13F filing for Q2 2026, filed 9 Jul 2026.