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 Q3	–	Sell	-3,874	Closed	-$223K	–	1391
2026 Q2	$223K	Sell	3,874 -810	-17%	-$43.2K	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 $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wedbush Securities's SPSM Position: Q3 2026 in Review

Wedbush Securities sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 3,874 shares — an estimated $223K sold.

Wedbush Securities first reported a position in SPSM in Q2 2018 and held it in 4 quarters. The position peaked at $274K in Q3 2018. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Wedbush Securities reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
Wedbush Securities sold 3,874 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $223K.
Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and held it in 4 quarters.
Wedbush Securities's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $274K in Q3 2018.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.