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Barnes Dennig Private Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Barnes Dennig Private 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 		$345K Buy
5,985
+2,252
+60% +$120K 0.28% 61
2026
Q1 		$180K Buy
3,733
+2,712
+266% +$134K 0.18% 77
2025
Q4 		$47.8K Buy
1,021
+567
+125% +$26.4K 0.05% 149
2025
Q3 		$21K Buy
454
+92
+25% +$4.13K 0.02% 189
2025
Q2 		$15.4K Buy
+362
New +$14.6K 0.02% 172

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
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

Barnes Dennig Private Wealth Management's SPSM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 60% in Q2 2026, buying an estimated $120K and bringing the position to 5,985 shares worth $345K. The position accounts for 0.28% of the portfolio, ranked #61.

Barnes Dennig Private Wealth Management first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 5,985 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $345K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 2,252 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $120K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Barnes Dennig Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.