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

Bartlett & Co 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 		$88.9K Hold
1,542
– – ﹤0.01% 647
2026
Q1 		$81.7K Hold
1,542
– – ﹤0.01% 605
2025
Q4 		$72.3K Hold
1,542
– – ﹤0.01% 604
2025
Q3 		$71.4K Hold
1,542
– – ﹤0.01% 610
2025
Q2 		$65.7K Hold
1,542
– – ﹤0.01% 617
2025
Q1 		$62.9K Hold
1,542
– – ﹤0.01% 611
2024
Q4 		$69.3K Hold
1,542
– – ﹤0.01% 594
2024
Q3 		$70.2K Hold
1,542
– – ﹤0.01% 600
2024
Q2 		$64K Hold
1,542
– – ﹤0.01% 615
2024
Q1 		$66.4K Hold
1,542
– – ﹤0.01% 617
2023
Q4 		$65.9K Buy
+1,542
New +$58.1K ﹤0.01% 646
2021
Q4 		– Sell
-258
Closed -$11K – 813
2021
Q3 		$11K Buy
+258
New +$11.1K ﹤0.01% 687

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

Bartlett & Co Wealth Management's SPSM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,542 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Bartlett & Co Wealth Management first reported a position in SPSM in Q3 2021 and has held it in 12 quarters since. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,542 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $88.9K as of Q2 2026.
  • Bartlett & Co Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 12 quarters since.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.