AGH Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
AGH Wealth Advisors's SPSM Position: Q1 2026 in Review
AGH Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 71% in Q1 2026, buying an estimated $929K and bringing the position to 45,152 shares worth $2.18M. The position accounts for 1.61% of the portfolio, ranked #13.
AGH Wealth Advisors first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- AGH Wealth Advisors held 45,152 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.18M as of Q1 2026.
- AGH Wealth Advisors bought 18,772 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $929K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.61% of AGH Wealth Advisors's portfolio in Q1 2026, its #13 holding.
- AGH Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.