WESCAP Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WESCAP Management Group’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	$1.75M	Sell	36,258 -3,014	-8%	-$149K	0.35%	49
2025 Q4	$1.84M	Hold	39,272	–	–	0.37%	47
2025 Q3	$1.82M	Sell	39,272 -232	-0.6%	-$10.4K	0.38%	51
2025 Q2	$1.68M	Sell	39,504 -1,051	-3%	-$42.4K	0.38%	50
2025 Q1	$1.65M	Sell	40,555 -2,774	-6%	-$122K	0.4%	45
2024 Q4	$1.95M	Buy	43,329 +138	+0.3%	+$6.42K	0.47%	43
2024 Q3	$1.97M	Sell	43,191 -157	-0.4%	-$6.9K	0.49%	40
2024 Q2	$1.8M	Sell	43,348 -73	-0.2%	-$3.04K	0.51%	40
2024 Q1	$1.87M	Sell	43,421 -371	-0.8%	-$15.3K	0.54%	37
2023 Q4	$1.85M	Hold	43,792	–	–	0.6%	36
2023 Q3	$1.62M	Sell	43,792 -237	-0.5%	-$9.23K	0.58%	38
2023 Q2	$1.71M	Sell	44,029 -9,033	-17%	-$336K	0.6%	36
2023 Q1	$2M	Sell	53,062 -848	-2%	-$33.1K	0.71%	32
2022 Q4	$1.99M	Buy	53,910 +1,405	+3%	+$52.6K	0.7%	33
2022 Q3	$1.79M	Buy	52,505 +8,919	+20%	+$338K	0.68%	34
2022 Q2	$1.57M	Buy	43,586 +6,183	+17%	+$240K	0.54%	43
2022 Q1	$1.57M	Buy	37,403 +7,669	+26%	+$323K	0.44%	46
2021 Q4	$1.33M	Buy	29,734 +1,478	+5%	+$65.7K	0.37%	51
2021 Q3	$1.2M	Buy	28,256 +590	+2%	+$25.3K	0.35%	52
2021 Q2	$1.22M	Hold	27,666	–	–	0.35%	49
2021 Q1	$1.17M	Sell	27,666 -1	-0%	-$41	0.32%	50
2020 Q4	$990K	Buy	27,667 +1,178	+4%	+$37.7K	0.3%	51
2020 Q3	$725K	Hold	26,489	–	–	0.24%	56
2020 Q2	$703K	Hold	26,489	–	–	0.25%	59
2020 Q1	$578K	Buy	+26,489	New	+$768K	0.24%	60

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

WESCAP Management Group's SPSM Position: Q1 2026 in Review

WESCAP Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.7% in Q1 2026, selling an estimated $149K and leaving 36,258 shares worth $1.75M. The position accounts for 0.35% of the portfolio, ranked #49.

WESCAP Management Group first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2M in Q1 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

WESCAP Management Group held 36,258 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.75M as of Q1 2026.
WESCAP Management Group sold 3,014 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $149K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.35% of WESCAP Management Group's portfolio in Q1 2026, its #49 holding.
WESCAP Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
WESCAP Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2M in Q1 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.