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 Q3	–	Sell	-7,253	Closed	-$418K	–	358
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

World Equity Group's SPSM Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 7,253 shares — an estimated $418K sold.

World Equity Group first reported a position in SPSM in Q2 2022 and held it in 6 quarters. The position peaked at $732K in Q2 2022. 237 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

World Equity Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 7,253 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $418K.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 6 quarters.
World Equity Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $732K in Q2 2022.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.