Carroll Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Carroll Advisory Group's SPSM Position: Q2 2026 in Review
Carroll Advisory Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, buying an estimated $1.97M and bringing the position to 300,371 shares worth $17.3M. The position accounts for 5.69% of the portfolio, ranked #6.
Carroll Advisory Group first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Carroll Advisory Group held 300,371 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.3M as of Q2 2026.
- Carroll Advisory Group bought 36,875 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.97M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 5.69% of Carroll Advisory Group's portfolio in Q2 2026, its #6 holding.
- Carroll Advisory Group 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.
- 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.