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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
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

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Birchbrook's SPSM Position: Q2 2026 in Review

Birchbrook opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 99 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: Birchbrook previously reported a position in SPSM as recently as Q4 2023.

Birchbrook first reported a position in SPSM in Q4 2023 and has held it in 2 quarters since. The position peaked at $11.5K in Q4 2023. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Birchbrook held 99 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.71K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Birchbrook position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #229 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 2 quarters since.
  • Birchbrook's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.5K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.