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

Bradley Foster & Sargent’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 		$4.77M Buy
82,666
+6,098
+8% +$326K 0.07% 164
2026
Q1 		$3.7M Sell
76,568
-9,569
-11% -$474K 0.06% 169
2025
Q4 		$4.04M Buy
86,137
+1,393
+2% +$65K 0.06% 170
2025
Q3 		$3.93M Buy
84,744
+4,666
+6% +$209K 0.06% 172
2025
Q2 		$3.41M Buy
+80,078
New +$3.23M 0.05% 180

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bradley Foster & Sargent's SPSM Position: Q2 2026 in Review

Bradley Foster & Sargent increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8% in Q2 2026, buying an estimated $326K and bringing the position to 82,666 shares worth $4.77M. The position accounts for 0.07% of the portfolio, ranked #164.

Bradley Foster & Sargent first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Bradley Foster & Sargent held 82,666 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.77M as of Q2 2026.
  • Bradley Foster & Sargent bought 6,098 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $326K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Bradley Foster & Sargent's portfolio in Q2 2026, its #164 holding.
  • Bradley Foster & Sargent first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.