Baker Tilly Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Baker Tilly Wealth Management’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	$414K	Sell	7,174 -317	-4%	-$16.9K	0.09%	184
2026 Q1	$362K	Sell	7,491 -35	-0.5%	-$1.73K	0.09%	192
2025 Q4	$353K	Buy	7,526 +678	+10%	+$31.6K	0.09%	197
2025 Q3	$317K	Buy	6,848 +1,071	+19%	+$48K	0.07%	208
2025 Q2	$246K	Sell	5,777 -2,223	-28%	-$89.6K	0.09%	209
2025 Q1	$326K	Sell	8,000 -560	-7%	-$24.7K	0.13%	172
2024 Q4	$385K	Buy	8,560 +2,529	+42%	+$118K	0.15%	153
2024 Q3	$274K	Buy	6,031 +102	+2%	+$4.48K	0.12%	190
2024 Q2	$246K	Sell	5,929 -1,064	-15%	-$44.3K	0.1%	229
2024 Q1	$301K	Sell	6,993 -4,952	-41%	-$205K	0.05%	344
2023 Q4	$504K	Buy	+11,945	New	+$450K	0.08%	276
2023 Q3	–	Sell	-16,648	Closed	-$647K	–	536
2023 Q2	$647K	Sell	16,648 -2,656	-14%	-$98.7K	0.07%	281
2023 Q1	$729K	Buy	+19,304	New	+$754K	0.08%	250

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

Baker Tilly Wealth Management's SPSM Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.2% in Q2 2026, selling an estimated $16.9K and leaving 7,174 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #184.

Baker Tilly Wealth Management first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $729K in Q1 2023. 346 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Baker Tilly Wealth Management held 7,174 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $414K as of Q2 2026.
Baker Tilly Wealth Management sold 317 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #184 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $729K in Q1 2023.
346 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.