Wulff, Hansen & Co’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wulff, Hansen & Co’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	$1.11M	Buy	19,235 +780	+4%	+$41.6K	0.85%	38
2026 Q1	$892K	Hold	18,455	–	–	0.91%	41
2025 Q4	$865K	Sell	18,455 -1,740	-9%	-$81.1K	0.73%	42
2025 Q3	$935K	Sell	20,195 -1,240	-6%	-$55.6K	0.81%	42
2025 Q2	$913K	Buy	21,435 +360	+2%	+$14.5K	0.78%	42
2025 Q1	$859K	Hold	21,075	–	–	0.78%	41
2024 Q4	$947K	Buy	21,075 +3,065	+17%	+$143K	0.9%	33
2024 Q3	$820K	Buy	18,010 +265	+1%	+$11.6K	0.74%	41
2024 Q2	$737K	Buy	+17,745	New	+$739K	0.73%	45

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

Wulff, Hansen & Co's SPSM Position: Q2 2026 in Review

Wulff, Hansen & Co increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.2% in Q2 2026, buying an estimated $41.6K and bringing the position to 19,235 shares worth $1.11M. The position accounts for 0.85% of the portfolio, ranked #38.

Wulff, Hansen & Co first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wulff, Hansen & Co held 19,235 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.11M as of Q2 2026.
Wulff, Hansen & Co bought 780 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $41.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.85% of Wulff, Hansen & Co's portfolio in Q2 2026, its #38 holding.
Wulff, Hansen & Co first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.