Barrett & Company’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Barrett & Company’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	$29.7K	Hold	562	–	–	0.01%	359
2026 Q2	$32.4K	Hold	562	–	–	0.01%	363
2026 Q1	$27.2K	Hold	562	–	–	0.01%	359
2025 Q4	$26.3K	Hold	562	–	–	0.01%	370
2025 Q3	$26K	Hold	562	–	–	0.01%	374
2025 Q2	$23.9K	Hold	562	–	–	0.01%	393
2025 Q1	$22.9K	Hold	562	–	–	0.01%	358
2024 Q4	$25.2K	Hold	562	–	–	0.01%	350
2024 Q3	$25.6K	Hold	562	–	–	0.01%	338
2024 Q2	$23.3K	Hold	562	–	–	0.01%	355
2024 Q1	$24.2K	Hold	562	–	–	0.01%	351
2023 Q4	$23.7K	Hold	562	–	–	0.01%	325
2023 Q3	$20.7K	Hold	562	–	–	0.01%	335
2023 Q2	$21.8K	Buy	+562	New	+$20.9K	0.01%	337

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Barrett & Company's SPSM Position: Q3 2026 in Review

Barrett & Company held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 562 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #359.

Barrett & Company first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $32.4K in Q2 2026. 669 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Barrett & Company held 562 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $29.7K as of Q3 2026.
Barrett & Company 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 Barrett & Company's portfolio in Q3 2026, its #359 holding.
Barrett & Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Barrett & Company's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $32.4K in Q2 2026.
669 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.