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

Western Wealth Management’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	$16.8M	Buy	291,135 +11,466	+4%	+$612K	0.55%	34
2026 Q1	$13.5M	Buy	279,669 +57,166	+26%	+$2.83M	0.51%	33
2025 Q4	$10.4M	Sell	222,503 -8,929	-4%	-$416K	0.48%	38
2025 Q3	$10.7M	Buy	231,432 +450	+0.2%	+$20.2K	0.57%	33
2025 Q2	$9.84M	Buy	230,982 +3,967	+2%	+$160K	0.58%	33
2025 Q1	$9.25M	Sell	227,015 -62,241	-22%	-$2.74M	0.61%	34
2024 Q4	$13M	Buy	289,256 +349	+0.1%	+$16.2K	0.7%	28
2024 Q3	$13.1M	Sell	288,907 -12,108	-4%	-$532K	0.75%	25
2024 Q2	$12.5M	Buy	301,015 +41,019	+16%	+$1.71M	0.93%	20
2024 Q1	$11.2M	Sell	259,996 -8,072	-3%	-$334K	0.87%	22
2023 Q4	$11.3M	Buy	268,068 +63,940	+31%	+$2.41M	0.81%	23
2023 Q3	$7.53M	Buy	204,128 +13,126	+7%	+$511K	0.64%	29
2023 Q2	$7.42M	Buy	191,002 +67,098	+54%	+$2.49M	0.63%	29
2023 Q1	$4.68M	Buy	123,904 +49,165	+66%	+$1.92M	0.44%	44
2022 Q4	$2.76M	Sell	74,739 -48,210	-39%	-$1.81M	0.28%	88
2022 Q3	$4.18M	Buy	122,949 +43,457	+55%	+$1.64M	0.24%	95
2022 Q2	$2.86M	Buy	79,492 +27,125	+52%	+$1.05M	0.16%	141
2022 Q1	$2.2M	Sell	52,367 -13,516	-21%	-$569K	0.11%	193
2021 Q4	$2.94M	Buy	+65,883	New	+$2.93M	0.29%	76
2021 Q2	$1.66M	Buy	37,789 +13,364	+55%	+$581K	0.17%	136
2021 Q1	$1.03M	Buy	24,425 +17,248	+240%	+$703K	0.14%	153
2020 Q4	$257K	Buy	+7,177	New	+$230K	0.04%	384

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

Western Wealth Management's SPSM Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q2 2026, buying an estimated $612K and bringing the position to 291,135 shares worth $16.8M. The position accounts for 0.55% of the portfolio, ranked #34.

Western Wealth Management first reported a position in SPSM in Q4 2020 and has held it in 22 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Western Wealth Management held 291,135 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.8M as of Q2 2026.
Western Wealth Management bought 11,466 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $612K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.55% of Western Wealth Management's portfolio in Q2 2026, its #34 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 22 quarters since.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.