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

Brookwood Investment Group’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 		$226K Buy
+3,919
New +$209K 0.03% 472
2025
Q4 		– Sell
-8,053
Closed -$373K – 565
2025
Q3 		$373K Sell
8,053
-9,853
-55% -$442K 0.05% 331
2025
Q2 		$763K Buy
+17,906
New +$722K 0.12% 174

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 22.9% 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

Brookwood Investment Group's SPSM Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,919 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #472 among its holdings. This is a return to the name: Brookwood Investment Group previously reported a position in SPSM as recently as Q3 2025.

Brookwood Investment Group first reported a position in SPSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $763K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Brookwood Investment Group held 3,919 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $226K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Brookwood Investment Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #472 holding.
  • Brookwood Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $763K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.