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

Wedbush Securities’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	$226K	Buy	+4,684	New	+$232K	0.01%	1055
2018 Q4	–	Sell	-8,230	Closed	-$274K	–	921
2018 Q3	$274K	Buy	8,230 +56	+0.7%	+$1.86K	0.03%	631
2018 Q2	$264K	Buy	+8,174	New	+$258K	0.03%	603

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

Wedbush Securities's SPSM Position: Q1 2026 in Review

Wedbush Securities opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 4,684 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in SPSM as recently as Q3 2018.

Wedbush Securities first reported a position in SPSM in Q2 2018 and has held it in 3 quarters since. The position peaked at $274K in Q3 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Wedbush Securities held 4,684 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $226K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Wedbush Securities position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1055 holding.
Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 3 quarters since.
Wedbush Securities's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $274K in Q3 2018.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.