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

ARS Investment Partners’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 		$2.49M Buy
43,115
+1,265
+3% +$67.5K 0.11% 77
2026
Q1 		$2.02M Buy
41,850
+11,199
+37% +$554K 0.11% 77
2025
Q4 		$1.44M Buy
30,651
+2,040
+7% +$95.1K 0.08% 87
2025
Q3 		$1.33M Buy
28,611
+3,792
+15% +$170K 0.09% 88
2025
Q2 		$1.06M Sell
24,819
-5,249
-17% -$212K 0.08% 95
2025
Q1 		$1.35M Hold
30,068
– – 0.12% 78
2024
Q4 		$1.35M Buy
30,068
+1,118
+4% +$52K 0.12% 78
2024
Q3 		$1.32M Buy
28,950
+3,479
+14% +$153K 0.12% 78
2024
Q2 		$1.06M Buy
25,471
+122
+0.5% +$5.08K 0.1% 78
2024
Q1 		$1.09M Sell
25,349
-425
-2% -$17.6K 0.11% 79
2023
Q4 		$1.09M Buy
25,774
+180
+0.7% +$6.78K 0.12% 78
2023
Q3 		$944K Buy
25,594
+924
+4% +$36K 0.12% 79
2023
Q2 		$958K Buy
+24,670
New +$917K 0.11% 84

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

ARS Investment Partners's SPSM Position: Q2 2026 in Review

ARS Investment Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, buying an estimated $67.5K and bringing the position to 43,115 shares worth $2.49M. The position accounts for 0.11% of the portfolio, ranked #77.

ARS Investment Partners first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • ARS Investment Partners held 43,115 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.49M as of Q2 2026.
  • ARS Investment Partners bought 1,265 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $67.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of ARS Investment Partners's portfolio in Q2 2026, its #77 holding.
  • ARS Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.