Atlantic Private Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Atlantic Private Wealth’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	$7.59K	Buy	132 +1	+0.8%	+$53	﹤0.01%	188
2026 Q1	$6.34K	Hold	131	–	–	﹤0.01%	202
2025 Q4	$6.13K	Buy	131 +1	+0.8%	+$47	﹤0.01%	205
2025 Q3	$6.03K	Hold	130	–	–	﹤0.01%	190
2025 Q2	$5.52K	Buy	130 +1	+0.8%	+$40	﹤0.01%	189
2025 Q1	$5.26K	Hold	129	–	–	﹤0.01%	186
2024 Q4	$5.78K	Buy	129 +2	+2%	+$93	﹤0.01%	175
2024 Q3	$5.82K	Hold	127	–	–	﹤0.01%	161
2024 Q2	$5.29K	Hold	127	–	–	﹤0.01%	87
2024 Q1	$5.45K	Buy	127 +1	+0.8%	+$41	﹤0.01%	94
2023 Q4	$5.32K	Buy	126 +1	+0.8%	+$38	﹤0.01%	89
2023 Q3	$4.62K	Hold	125	–	–	﹤0.01%	92
2023 Q2	$4.86K	Buy	+125	New	+$4.65K	﹤0.01%	86

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlantic Private Wealth's SPSM Position: Q2 2026 in Review

Atlantic Private Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.76% in Q2 2026, buying an estimated $53 and bringing the position to 132 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Atlantic Private Wealth first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Atlantic Private Wealth held 132 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.59K as of Q2 2026.
Atlantic Private Wealth bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q2 2026, an estimated $53.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #188 holding.
Atlantic Private Wealth 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.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.