WPG Advisers’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WPG Advisers’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	–	Sell	-80	Closed	-$3.87K	–	1583
2026 Q1	$3.87K	Hold	80	–	–	﹤0.01%	942
2025 Q4	$3.75K	Hold	80	–	–	﹤0.01%	973
2025 Q3	$3.71K	Hold	80	–	–	﹤0.01%	982
2025 Q2	$3.41K	Hold	80	–	–	﹤0.01%	992
2025 Q1	$3.26K	Hold	80	–	–	﹤0.01%	998
2024 Q4	$3.59K	Buy	+80	New	+$3.72K	﹤0.01%	918

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

WPG Advisers's SPSM Position: Q2 2026 in Review

WPG Advisers sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 80 shares — an estimated $3.87K sold.

WPG Advisers first reported a position in SPSM in Q4 2024 and held it in 6 quarters. The position peaked at $3.87K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

WPG Advisers reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
WPG Advisers sold 80 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.87K.
WPG Advisers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 6 quarters.
WPG Advisers's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.87K in Q1 2026.
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 WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.