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

World Equity 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 Q2	$418K	Buy	+7,253	New	+$387K	0.09%	250
2023 Q3	–	Sell	-14,303	Closed	-$556K	–	380
2023 Q2	$556K	Buy	14,303 +913	+7%	+$33.9K	0.16%	165
2023 Q1	$545K	Sell	13,390 -17	-0.1%	-$664	0.08%	264
2022 Q4	$496K	Sell	13,407 -735	-5%	-$27.5K	0.12%	179
2022 Q3	$482K	Sell	14,142 -6,208	-31%	-$235K	0.12%	168
2022 Q2	$732K	Buy	+20,350	New	+$790K	0.18%	137

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

PIMG

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

AWM

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's SPSM Position: Q2 2026 in Review

World Equity Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 7,253 shares worth $418K. The stake represents 0.09% of the portfolio and ranks #250 among its holdings. This is a return to the name: World Equity Group previously reported a position in SPSM as recently as Q2 2023.

World Equity Group first reported a position in SPSM in Q2 2022 and has held it in 6 quarters since. The position peaked at $732K in Q2 2022. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

World Equity Group held 7,253 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $418K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new World Equity Group position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #250 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 6 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $732K in Q2 2022.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.