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Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Baltimore-Washington Financial Advisors’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 		$952K Buy
16,505
+410
+3% +$21.9K 0.04% 100
2026
Q1 		$778K Sell
16,095
-1,134
-7% -$56.1K 0.03% 97
2025
Q4 		$807K Sell
17,229
-2,482
-13% -$116K 0.03% 100
2025
Q3 		$913K Sell
19,711
-298
-1% -$13.4K 0.04% 99
2025
Q2 		$852K Sell
20,009
-108
-0.5% -$4.36K 0.04% 97
2025
Q1 		$820K Sell
20,117
-11
-0.1% -$485 0.04% 91
2024
Q4 		$904K Sell
20,128
-15
-0.1% -$698 0.05% 93
2024
Q3 		$917K Sell
20,143
-1,193
-6% -$52.4K 0.05% 94
2024
Q2 		$886K Buy
21,336
+220
+1% +$9.17K 0.05% 94
2024
Q1 		$909K Sell
21,116
-754
-3% -$31.2K 0.06% 94
2023
Q4 		$922K Sell
21,870
-186
-0.8% -$7.01K 0.06% 97
2023
Q3 		$814K Buy
22,056
+60
+0.3% +$2.34K 0.07% 101
2023
Q2 		$854K Sell
21,996
-15,451
-41% -$574K 0.07% 102
2023
Q1 		$1.41M Sell
37,447
-1,512
-4% -$59K 0.12% 96
2022
Q4 		$1.44M Sell
38,959
-19,417
-33% -$727K 0.14% 90
2022
Q3 		$2.04M Buy
58,376
+361
+0.6% +$13.7K 0.17% 81
2022
Q2 		$2.09M Sell
58,015
-7,444
-11% -$289K 0.22% 78
2022
Q1 		$2.92M Buy
65,459
+3,430
+6% +$144K 0.29% 79
2021
Q4 		$2.77M Sell
62,029
-3,190
-5% -$142K 0.22% 81
2021
Q3 		$2.78M Sell
65,219
-294
-0.4% -$12.6K 0.24% 77
2021
Q2 		$2.88M Sell
65,513
-89
-0.1% -$3.87K 0.27% 75
2021
Q1 		$2.77M Buy
65,602
+522
+0.8% +$21.3K 0.28% 75
2020
Q4 		$2.33M Sell
65,080
-1,581
-2% -$50.6K 0.25% 77
2020
Q3 		$1.82M Sell
66,661
-1,178
-2% -$32.8K 0.24% 77
2020
Q2 		$1.8M Buy
67,839
+14,274
+27% +$351K 0.25% 79
2020
Q1 		$1.17M Buy
53,565
+10,927
+26% +$317K 0.21% 80
2019
Q4 		$1.39M Buy
42,638
+4,989
+13% +$156K 0.2% 79
2019
Q3 		$1.13M Buy
37,649
+7,453
+25% +$225K 0.19% 80
2019
Q2 		$925K Buy
30,196
+13,689
+83% +$416K 0.16% 78
2019
Q1 		$499K Buy
16,507
+4,245
+35% +$126K 0.09% 84
2018
Q4 		$323K Buy
12,262
+2,393
+24% +$70.6K 0.07% 85
2018
Q3 		$328K Buy
+9,869
New +$329K 0.06% 83

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SPSM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 16,505 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #100.

Baltimore-Washington Financial Advisors first reported a position in SPSM in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.92M in Q1 2022. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 16,505 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $952K as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 410 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $21.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Baltimore-Washington Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.92M in Q1 2022.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.