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

BIP Wealth’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 		$903K Buy
15,663
+1,556
+11% +$83.1K 0.03% 278
2026
Q1 		$682K Buy
14,107
+919
+7% +$45.5K 0.03% 246
2025
Q4 		$618K Sell
13,188
-373
-3% -$17.4K 0.02% 272
2025
Q3 		$628K Sell
13,561
-143
-1% -$6.41K 0.03% 159
2025
Q2 		$584K Sell
13,704
-5,546
-29% -$224K 0.04% 143
2025
Q1 		$785K Sell
19,250
-2,858
-13% -$126K 0.05% 119
2024
Q4 		$993K Buy
22,108
+2,211
+11% +$103K 0.07% 103
2024
Q3 		$906K Sell
19,897
-1,751
-8% -$76.9K 0.06% 97
2024
Q2 		$899K Sell
21,648
-6,258
-22% -$261K 0.07% 85
2024
Q1 		$1.2M Sell
27,906
-1,079
-4% -$44.6K 0.09% 77
2023
Q4 		$1.22M Sell
28,985
-1,430
-5% -$53.9K 0.1% 76
2023
Q3 		$1.12M Sell
30,415
-6,874
-18% -$268K 0.1% 71
2023
Q2 		$1.45M Buy
37,289
+2,643
+8% +$98.2K 0.12% 68
2023
Q1 		$1.31M Buy
+34,646
New +$1.35M 0.14% 68

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
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
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

BIP Wealth's SPSM Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, buying an estimated $83.1K and bringing the position to 15,663 shares worth $903K. The position accounts for 0.03% of the portfolio, ranked #278.

BIP Wealth first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q2 2023. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • BIP Wealth held 15,663 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $903K as of Q2 2026.
  • BIP Wealth bought 1,556 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $83.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #278 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.45M in Q2 2023.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.