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

WealthShield 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 Q1	$39.9K	Buy	825 +46	+6%	+$2.28K	﹤0.01%	462
2025 Q4	$36.5K	Sell	779 -147	-16%	-$6.86K	﹤0.01%	453
2025 Q3	$42.9K	Buy	926 +3	+0.3%	+$135	﹤0.01%	438
2025 Q2	$39.3K	Buy	923 +3	+0.3%	+$121	﹤0.01%	431
2025 Q1	$37.5K	Buy	920 +2	+0.2%	+$88	﹤0.01%	424
2024 Q4	$41.2K	Buy	918 +5	+0.5%	+$233	0.01%	387
2024 Q3	$41.6K	Buy	913 +2	+0.2%	+$88	0.01%	391
2024 Q2	$37.8K	Sell	911 -1,406	-61%	-$58.6K	0.01%	366
2024 Q1	$99.7K	Buy	2,317 +1,167	+101%	+$48.2K	0.02%	319
2023 Q4	$48.5K	Buy	1,150 +5	+0.4%	+$188	0.01%	362
2023 Q3	$42.3K	Sell	1,145 -199	-15%	-$7.75K	0.01%	378
2023 Q2	$52.2K	Buy	1,344 +3	+0.2%	+$111	0.01%	382
2023 Q1	$50.7K	Buy	+1,341	New	+$52.4K	0.01%	377
2021 Q3	–	Sell	-2,357	Closed	-$104K	–	672
2021 Q2	$104K	Buy	2,357 +115	+5%	+$5K	0.02%	357
2021 Q1	$95K	Buy	+2,242	New	+$91.4K	0.02%	350
2020 Q4	–	Sell	-2,714	Closed	-$74K	–	407
2020 Q3	$74K	Buy	2,714 +218	+9%	+$6.08K	0.03%	287
2020 Q2	$66K	Sell	2,496 -597	-19%	-$14.7K	0.03%	239
2020 Q1	$68K	Sell	3,093 -1,807	-37%	-$52.4K	0.04%	182
2019 Q4	$160K	Sell	4,900 -680	-12%	-$21.2K	0.08%	184
2019 Q3	$167K	Buy	5,580 +1,792	+47%	+$54.1K	0.09%	171
2019 Q2	$116K	Sell	3,788 -1,113	-23%	-$33.9K	0.07%	162
2019 Q1	$148K	Buy	4,901 +26	+0.5%	+$772	0.08%	157
2018 Q4	$129K	Buy	4,875 +1,178	+32%	+$34.7K	0.09%	138
2018 Q3	$123K	Buy	3,697 +1,372	+59%	+$45.7K	0.07%	140
2018 Q2	$75K	Buy	2,325 +2,055	+761%	+$64.7K	0.05%	146
2018 Q1	$8K	Sell	270 -63	-19%	-$1.92K	0.01%	200
2017 Q4	$10K	Buy	+333	New	+$9.87K	0.01%	193

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners's SPSM Position: Q1 2026 in Review

WealthShield Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.9% in Q1 2026, buying an estimated $2.28K and bringing the position to 825 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

WealthShield Partners first reported a position in SPSM in Q4 2017 and has held it in 27 quarters since. The position peaked at $167K in Q3 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

WealthShield Partners held 825 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $39.9K as of Q1 2026.
WealthShield Partners bought 46 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.28K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #462 holding.
WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 27 quarters since.
WealthShield Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $167K in Q3 2019.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.