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

Apeiron RIA’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 		$428K Buy
7,417
+701
+10% +$37.4K 0.11% 109
2026
Q1 		$324K Buy
6,716
+1,005
+18% +$49.7K 0.08% 155
2025
Q4 		$286K Buy
5,711
+465
+9% +$21.7K 0.06% 173
2025
Q3 		$238K Buy
5,246
+194
+4% +$8.7K 0.05% 192
2025
Q2 		$215K Buy
+5,052
New +$204K 0.06% 197

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Apeiron RIA's SPSM Position: Q2 2026 in Review

Apeiron RIA increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, buying an estimated $37.4K and bringing the position to 7,417 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #109.

Apeiron RIA first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Apeiron RIA held 7,417 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $428K as of Q2 2026.
  • Apeiron RIA bought 701 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Apeiron RIA's portfolio in Q2 2026, its #109 holding.
  • Apeiron RIA first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.