Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wealthspire Advisors (New York)’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	$302K	Buy	6,245 +779	+14%	+$38.6K	﹤0.01%	719
2025 Q4	$256K	Buy	5,466 +170	+3%	+$7.93K	﹤0.01%	868
2025 Q3	$245K	Buy	+5,296	New	+$237K	﹤0.01%	733
2025 Q2	–	Sell	-10,804	Closed	-$440K	–	872
2025 Q1	$440K	Buy	10,804 +1,029	+11%	+$45.3K	﹤0.01%	551
2024 Q4	$439K	Buy	+9,775	New	+$455K	﹤0.01%	548

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

Wealthspire Advisors (New York)'s SPSM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, buying an estimated $38.6K and bringing the position to 6,245 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Wealthspire Advisors (New York) first reported a position in SPSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $440K in Q1 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Wealthspire Advisors (New York) held 6,245 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $302K as of Q1 2026.
Wealthspire Advisors (New York) bought 779 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $38.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #719 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $440K in Q1 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.