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 Q2	$223K	Sell	3,874 -810	-17%	-$43.3K	0.01%	1142
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 $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

Wedbush Securities's SPSM Position: Q2 2026 in Review

Wedbush Securities reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 17% in Q2 2026, selling an estimated $43.3K and leaving 3,874 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1142.

Wedbush Securities first reported a position in SPSM in Q2 2018 and has held it in 4 quarters since. The position peaked at $274K in Q3 2018. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wedbush Securities held 3,874 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $223K as of Q2 2026.
Wedbush Securities sold 810 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $43.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1142 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 4 quarters since.
Wedbush Securities's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $274K in Q3 2018.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.