AP
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Atwood & Palmer’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Atwood & Palmer’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 		$35K Hold
607
– – ﹤0.01% 280
2026
Q1 		$29.3K Sell
607
-778
-56% -$38.5K ﹤0.01% 292
2025
Q4 		$64.9K Hold
1,385
– – ﹤0.01% 221
2025
Q3 		$64.2K Hold
1,385
– – ﹤0.01% 225
2025
Q2 		$59K Hold
1,385
– – ﹤0.01% 227
2025
Q1 		$56.5K Hold
1,385
– – ﹤0.01% 215
2024
Q4 		$62.2K Hold
1,385
– – ﹤0.01% 209
2024
Q3 		$63K Hold
1,385
– – ﹤0.01% 209
2024
Q2 		$57.5K Buy
1,385
+607
+78% +$25.3K ﹤0.01% 218
2024
Q1 		$33.5K Hold
778
– – ﹤0.01% 243
2023
Q4 		$32.8K Sell
778
-833
-52% -$31.4K ﹤0.01% 246
2023
Q3 		$59.4K Hold
1,611
– – 0.01% 208
2023
Q2 		$62.6K Buy
+1,611
New +$59.9K 0.01% 211

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
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
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

Atwood & Palmer's SPSM Position: Q2 2026 in Review

Atwood & Palmer held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 607 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Atwood & Palmer first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $64.9K in Q4 2025. 337 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Atwood & Palmer held 607 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $35K as of Q2 2026.
  • Atwood & Palmer left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #280 holding.
  • Atwood & Palmer 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.
  • Atwood & Palmer's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $64.9K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.