BSWM
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Boston Standard Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Boston Standard 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 		$21.8M Sell
376,832
-10,012
-3% -$535K 3.16% 12
2026
Q1 		$18.8M Buy
386,844
+170
+0% +$8.41K 3.08% 10
2025
Q4 		$18.1M Buy
386,674
+10,410
+3% +$485K 2.99% 10
2025
Q3 		$17.4M Buy
376,264
+2,213
+0.6% +$99.2K 2.93% 10
2025
Q2 		$15.9M Buy
374,051
+38,225
+11% +$1.54M 2.87% 10
2025
Q1 		$13.9M Sell
335,826
-18,516
-5% -$816K 3.07% 10
2024
Q4 		$15.9M Buy
354,342
+2,625
+0.7% +$122K 3.09% 11
2024
Q3 		$16M Buy
351,717
+15,891
+5% +$698K 3.12% 10
2024
Q2 		$13.9M Buy
335,826
+7,509
+2% +$313K 3.07% 10
2024
Q1 		$14.1M Buy
328,317
+17,306
+6% +$715K 3.2% 10
2023
Q4 		$11.5M Hold
311,011
– – 3.03% 10
2023
Q3 		$11.5M Buy
311,011
+2,942
+1% +$115K 3.03% 10
2023
Q2 		$12M Buy
308,069
+13,881
+5% +$516K 3.06% 10
2023
Q1 		$11.1M Sell
294,188
-2,102
-0.7% -$82.1K 3.19% 10
2022
Q4 		$11M Buy
296,290
+7,951
+3% +$298K 3.25% 10
2022
Q3 		$9.82M Buy
288,339
+10,502
+4% +$398K 3.3% 9
2022
Q2 		$10.1M Buy
277,837
+3,089
+1% +$120K 3.25% 9
2022
Q1 		$11.6M Buy
274,748
+6,681
+2% +$281K 3.31% 9
2021
Q4 		$12M Buy
268,067
+368
+0.1% +$16.4K 3.34% 9
2021
Q3 		$11.4M Buy
267,699
+4,641
+2% +$199K 3.41% 8
2021
Q2 		$11.6M Sell
263,058
-8,827
-3% -$383K 3.5% 8
2021
Q1 		$11.4M Sell
271,885
-12,211
-4% -$498K 3.72% 7
2020
Q4 		$10.2M Sell
284,096
-8,497
-3% -$272K 3.79% 7
2020
Q3 		$8.01M Sell
292,593
-3,028
-1% -$84.4K 3.38% 8
2020
Q2 		$7.86M Buy
295,621
+12,941
+5% +$318K 3.55% 9
2020
Q1 		$5.74M Buy
282,680
+4,105
+1% +$119K 3.12% 9
2019
Q4 		$9.09M Buy
278,575
+8,261
+3% +$258K 4.06% 7
2019
Q3 		$8.11M Buy
270,314
+9,717
+4% +$293K 3.91% 7
2019
Q2 		$7.98M Buy
260,597
+12,885
+5% +$392K 3.9% 8
2019
Q1 		$7.58M Buy
247,712
+7,819
+3% +$232K 3.94% 8
2018
Q4 		$6.32M Buy
239,893
+3,279
+1% +$96.7K 3.76% 8
2018
Q3 		$7.69M Buy
+236,614
New +$7.88M 4.18% 6
2018
Q1 		$6.62M Sell
221,157
-5,135
-2% -$156K 4.14% 6
2017
Q4 		$6.82M Buy
+226,292
New +$6.7M 4.34% 6

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

Boston Standard Wealth Management's SPSM Position: Q2 2026 in Review

Boston Standard Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q2 2026, selling an estimated $535K and leaving 376,832 shares worth $21.8M. The position accounts for 3.16% of the portfolio, ranked #12.

Boston Standard Wealth Management first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. 310 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Boston Standard Wealth Management held 376,832 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $21.8M as of Q2 2026.
  • Boston Standard Wealth Management sold 10,012 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $535K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.16% of Boston Standard Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • 310 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.