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

Cape Investment Advisory’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 		$168K Buy
+2,919
New +$156K 0.05% 258
2026
Q1 		– Sell
-2,964
Closed -$139K – 1065
2025
Q4 		$139K Buy
2,964
+659
+29% +$30.7K 0.04% 249
2025
Q3 		$107K Sell
2,305
-112
-5% -$5.02K 0.11% 156
2025
Q2 		$103K Buy
2,417
+809
+50% +$32.6K 0.04% 262
2025
Q1 		$65.5K Buy
1,608
+825
+105% +$36.3K 0.03% 304
2024
Q4 		$35.2K Hold
783
– – 0.01% 392
2024
Q3 		$35.6K Buy
783
+256
+49% +$11.2K 0.01% 367
2024
Q2 		$21.9K Sell
527
-177
-25% -$7.38K 0.01% 412
2024
Q1 		$30.3K Buy
704
+161
+30% +$6.66K 0.01% 381
2023
Q4 		$22.9K Sell
543
-104
-16% -$3.92K 0.01% 506
2023
Q3 		$23.9K Buy
647
+58
+10% +$2.26K 0.01% 416
2023
Q2 		$22.9K Buy
589
+80
+16% +$2.97K 0.01% 417
2023
Q1 		$19.2K Buy
+509
New +$19.9K 0.01% 429

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

Cape Investment Advisory's SPSM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 2,919 shares worth $168K. The stake represents 0.05% of the portfolio and ranks #258 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPSM as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. 306 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Cape Investment Advisory held 2,919 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $168K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #258 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 306 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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