1620 Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

1620 Investment Advisors’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	$22.7K	Buy	394 +20	+5%	+$1.07K	0.01%	405
2026 Q1	$18.1K	Buy	374 +248	+197%	+$12.3K	0.01%	403
2025 Q4	$5.9K	Hold	126	–	–	﹤0.01%	505
2025 Q3	$5.84K	Hold	126	–	–	﹤0.01%	504
2025 Q2	$5.37K	Buy	126 +95	+306%	+$3.83K	﹤0.01%	522
2025 Q1	$1.26K	Hold	31	–	–	﹤0.01%	612
2024 Q4	$1.39K	Buy	+31	New	+$1.44K	﹤0.01%	608

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

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

1620 Investment Advisors's SPSM Position: Q2 2026 in Review

1620 Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.3% in Q2 2026, buying an estimated $1.07K and bringing the position to 394 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #405.

1620 Investment Advisors first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

1620 Investment Advisors held 394 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $22.7K as of Q2 2026.
1620 Investment Advisors bought 20 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.07K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #405 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.