CIM
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Capital Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Capital Investment 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 		$3.85M Buy
66,725
+280
+0.4% +$15K 1.18% 16
2026
Q1 		$3.21M Buy
66,445
+1,247
+2% +$61.7K 1.1% 21
2025
Q4 		$3.06M Buy
+65,198
New +$3.04M 1.07% 20

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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Capital Investment Management's SPSM Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.42% in Q2 2026, buying an estimated $15K and bringing the position to 66,725 shares worth $3.85M. The position accounts for 1.18% of the portfolio, ranked #16.

Capital Investment Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Capital Investment Management held 66,725 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.85M as of Q2 2026.
  • Capital Investment Management bought 280 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $15K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.18% of Capital Investment Management's portfolio in Q2 2026, its #16 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.