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

Westside Investment 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	$20K	Hold	346	–	–	﹤0.01%	925
2026 Q1	$16.7K	Hold	346	–	–	﹤0.01%	962
2025 Q4	$16.2K	Hold	346	–	–	﹤0.01%	942
2025 Q3	$16K	Hold	346	–	–	﹤0.01%	963
2025 Q2	$14.7K	Hold	346	–	–	﹤0.01%	803
2025 Q1	$14.1K	Hold	346	–	–	﹤0.01%	630
2024 Q4	$15.5K	Hold	346	–	–	﹤0.01%	611
2024 Q3	$15.7K	Sell	346 -331	-49%	-$14.5K	﹤0.01%	616
2024 Q2	$28.1K	Hold	677	–	–	0.01%	483
2024 Q1	$29.1K	Hold	677	–	–	0.01%	457
2023 Q4	$28.6K	Sell	677 -259	-28%	-$9.76K	0.01%	445
2023 Q3	$34.5K	Sell	936 -36	-4%	-$1.4K	0.01%	394
2023 Q2	$37.8K	Buy	972 +641	+194%	+$23.8K	0.01%	391
2023 Q1	$12.5K	Hold	331	–	–	﹤0.01%	546
2022 Q4	$12	Hold	331	–	–	﹤0.01%	589
2022 Q3	$11	Hold	331	–	–	﹤0.01%	595
2022 Q2	$11	Hold	331	–	–	﹤0.01%	596
2022 Q1	$13	Hold	331	–	–	﹤0.01%	585
2021 Q4	$14	Hold	331	–	–	﹤0.01%	550
2021 Q3	$14	Hold	331	–	–	﹤0.01%	537
2021 Q2	$14	Buy	+331	New	+$14.4K	﹤0.01%	535

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

Westside Investment Management's SPSM Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 346 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Westside Investment Management first reported a position in SPSM in Q2 2021 and has held it in 21 quarters since. The position peaked at $37.8K in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Westside Investment Management held 346 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $20K as of Q2 2026.
Westside Investment Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #925 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
Westside Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $37.8K in Q2 2023.
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 Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.