Wolff Wiese Magana’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wolff Wiese Magana’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	$6.52K	Hold	113	–	–	﹤0.01%	583
2026 Q1	$5.46K	Hold	113	–	–	﹤0.01%	589
2025 Q4	$5.3K	Hold	113	–	–	﹤0.01%	569
2025 Q3	$5.24K	Hold	113	–	–	﹤0.01%	582
2025 Q2	$4.81K	Hold	113	–	–	﹤0.01%	570
2025 Q1	$4.61K	Sell	113 -35	-24%	-$1.54K	﹤0.01%	583
2024 Q4	$6.65K	Sell	148 -360	-71%	-$16.7K	﹤0.01%	492
2024 Q3	$23.1K	Hold	508	–	–	0.02%	281
2024 Q2	$21.1K	Buy	508 +113	+29%	+$4.71K	0.02%	230
2024 Q1	$17K	Hold	395	–	–	0.01%	236
2023 Q4	$16.7K	Sell	395 -305	-44%	-$11.5K	0.02%	225
2023 Q3	$25.8K	Buy	700 +305	+77%	+$11.9K	0.02%	246
2023 Q2	$15.3K	Hold	395	–	–	0.01%	304
2023 Q1	$14.9K	Hold	395	–	–	0.01%	306
2022 Q4	$14.6K	Hold	395	–	–	0.01%	300
2022 Q3	$13K	Hold	395	–	–	0.01%	467
2022 Q2	$14K	Buy	395 +334	+548%	+$13K	0.01%	483
2022 Q1	$3K	Hold	61	–	–	﹤0.01%	705
2021 Q4	$3K	Hold	61	–	–	﹤0.01%	701
2021 Q3	$3K	Buy	+61	New	+$2.61K	﹤0.01%	688
2021 Q2	–	Sell	-28	Closed	-$1K	–	882
2021 Q1	$1K	Buy	+28	New	+$1.14K	﹤0.01%	715

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wolff Wiese Magana's SPSM Position: Q2 2026 in Review

Wolff Wiese Magana held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 113 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Wolff Wiese Magana first reported a position in SPSM in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.8K in Q3 2023. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wolff Wiese Magana held 113 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.52K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #583 holding.
Wolff Wiese Magana first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 21 quarters since.
Wolff Wiese Magana's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $25.8K in Q3 2023.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.