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

Cary Street Partners 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	$4.67K	Sell	81 -104	-56%	-$5.55K	﹤0.01%	715
2026 Q1	$8.94K	Hold	185	–	–	﹤0.01%	636
2025 Q4	$8.67K	Buy	+185	New	+$8.63K	﹤0.01%	619
2024 Q4	–	Sell	-377,052	Closed	-$17.2M	–	728
2024 Q3	$17.2M	Buy	377,052 +40,528	+12%	+$1.78M	0.63%	36
2024 Q2	$14M	Buy	336,524 +33,775	+11%	+$1.41M	0.57%	41
2024 Q1	$13M	Buy	302,749 +77,378	+34%	+$3.2M	0.55%	42
2023 Q4	$9.51M	Buy	225,371 +7,617	+3%	+$287K	0.45%	56
2023 Q3	$8.04M	Sell	217,754 -21,647	-9%	-$843K	0.43%	56
2023 Q2	$9.3M	Buy	239,401 +234,810	+5,115%	+$8.73M	0.6%	41
2023 Q1	$173K	Buy	4,591 +1	+0%	+$39	0.01%	497
2022 Q4	$170K	Buy	+4,590	New	+$172K	0.01%	498
2022 Q1	–	Sell	-4,818	Closed	-$215K	–	290
2021 Q4	$215K	Buy	4,818 +2	+0%	+$89	0.06%	249
2021 Q3	$205K	Sell	4,816 -77	-2%	-$3.3K	0.07%	236
2021 Q2	$215K	Buy	+4,893	New	+$213K	0.07%	230
2020 Q4	–	Sell	-7,786	Closed	-$213K	–	798
2020 Q3	$213K	Buy	+7,786	New	+$217K	0.05%	251

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPSM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 56% in Q2 2026, selling an estimated $5.55K and leaving 81 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Cary Street Partners Investment Advisory first reported a position in SPSM in Q3 2020 and has held it in 15 quarters since. The position peaked at $17.2M in Q3 2024. 677 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cary Street Partners Investment Advisory held 81 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.67K as of Q2 2026.
Cary Street Partners Investment Advisory sold 104 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.55K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #715 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $17.2M in Q3 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.