Wilson & Boucher Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wilson & Boucher Capital 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 Q1	$208K	Hold	4,300	–	–	0.14%	113
2025 Q4	$201K	Buy	+4,300	New	+$201K	0.13%	113
2024 Q4	–	Sell	-4,300	Closed	-$196K	–	115
2024 Q3	$196K	Buy	+4,300	New	+$189K	0.13%	113
2023 Q3	–	Sell	-3,700	Closed	-$144K	–	112
2023 Q2	$144K	Buy	+3,700	New	+$138K	0.13%	107

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 $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilson & Boucher Capital Management's SPSM Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 4,300 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #113.

Wilson & Boucher Capital Management first reported a position in SPSM in Q2 2023 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Wilson & Boucher Capital Management held 4,300 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $208K as of Q1 2026.
Wilson & Boucher Capital Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #113 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 4 quarters since.
1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.