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 Q2	$220K	Buy	+3,821	New	+$204K	0.01%	249

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bar Harbor Wealth Management's SPSM Position: Q2 2026 in Review

Bar Harbor Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,821 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Bar Harbor Wealth Management held 3,821 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $220K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Bar Harbor Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #249 holding.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.