Birchbrook
SPSM icon

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

Birchbrook’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 		$5.23K Hold
99
– – ﹤0.01% 224
2026
Q2 		$5.71K Buy
+99
New +$5.29K ﹤0.01% 229
2024
Q1 		– Sell
-272
Closed -$11.5K – 306
2023
Q4 		$11.5K Buy
+272
New +$10.2K 0.01% 206

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Birchbrook's SPSM Position: Q3 2026 in Review

Birchbrook held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 99 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Birchbrook first reported a position in SPSM in Q4 2023 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2023. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Birchbrook held 99 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.23K as of Q3 2026.
  • Birchbrook 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 Birchbrook's portfolio in Q3 2026, its #224 holding.
  • Birchbrook first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Birchbrook's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.5K in Q4 2023.
  • 453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.