Bar Harbor Wealth Management
SPSM icon

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

Bar Harbor 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
Q3 		$202K Hold
3,821
– – 0.01% 274
2026
Q2 		$220K Buy
+3,821
New +$204K 0.01% 249

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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Bar Harbor Wealth Management's SPSM Position: Q3 2026 in Review

Bar Harbor Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 3,821 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #274.

Bar Harbor Wealth Management first reported a position in SPSM in Q2 2026 and has held it in 2 quarters since. The position peaked at $220K in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Bar Harbor Wealth Management held 3,821 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $202K as of Q3 2026.
  • Bar Harbor Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Bar Harbor Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Bar Harbor Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $220K in Q2 2026.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.