Ballast Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Ballast Advisors's SPSM Position: Q2 2026 in Review
Ballast Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.2% in Q2 2026, selling an estimated $5.34K and leaving 1,838 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #149.
Ballast Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $548K in Q2 2023. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Ballast Advisors held 1,838 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $106K as of Q2 2026.
- Ballast Advisors sold 100 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.34K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Ballast Advisors's portfolio in Q2 2026, its #149 holding.
- Ballast Advisors 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.
- Ballast Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $548K in Q2 2023.
- 1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.