Barnes Pettey Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Barnes Pettey 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	$653K	Sell	11,329 -897	-7%	-$47.9K	0.2%	90
2026 Q1	$591K	Hold	12,226	–	–	0.26%	79
2025 Q4	$573K	Hold	12,226	–	–	0.28%	68
2025 Q3	$566K	Sell	12,226 -303	-2%	-$13.6K	0.31%	62
2025 Q2	$534K	Hold	12,529	–	–	0.36%	55
2025 Q1	$511K	Hold	12,529	–	–	0.4%	53
2024 Q4	$563K	Buy	12,529 +9	+0.1%	+$419	0.43%	47
2024 Q3	$570K	Buy	12,520 +11	+0.1%	+$483	0.45%	44
2024 Q2	$519K	Sell	12,509 -265	-2%	-$11K	0.45%	42
2024 Q1	$550K	Buy	12,774 +176	+1%	+$7.28K	0.48%	40
2023 Q4	$531K	Buy	12,598 +265	+2%	+$9.98K	0.43%	53
2023 Q3	$455K	Hold	12,333	–	–	0.42%	54
2023 Q2	$479K	Hold	12,333	–	–	0.41%	54
2023 Q1	$466K	Buy	12,333 +275	+2%	+$10.7K	0.44%	53
2022 Q4	$446K	Buy	+12,058	New	+$452K	0.46%	51

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Barnes Pettey Financial Advisors's SPSM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.3% in Q2 2026, selling an estimated $47.9K and leaving 11,329 shares worth $653K. The position accounts for 0.2% of the portfolio, ranked #90.

Barnes Pettey Financial Advisors first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Barnes Pettey Financial Advisors held 11,329 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $653K as of Q2 2026.
Barnes Pettey Financial Advisors sold 897 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $47.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #90 holding.
Barnes Pettey Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.