Zinnia Wealth Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Zinnia Wealth Advisory's SPSM Position: Q2 2026 in Review
Zinnia Wealth Advisory reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 50% in Q2 2026, selling an estimated $1.3M and leaving 24,496 shares worth $1.41M. The position accounts for 1.44% of the portfolio, ranked #19.
Zinnia Wealth Advisory first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Zinnia Wealth Advisory held 24,496 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.41M as of Q2 2026.
- Zinnia Wealth Advisory sold 24,422 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.3M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.44% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #19 holding.
- Zinnia Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
- Zinnia Wealth Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.36M in Q1 2026.
- 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 Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.