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

Coastwise Capital 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	$3.17M	Buy	54,963 +3,016	+6%	+$161K	1.84%	10
2026 Q1	$2.51M	Buy	51,947 +670	+1%	+$33.2K	1.39%	14
2025 Q4	$2.4M	Buy	51,277 +4,381	+9%	+$204K	1.2%	15
2025 Q3	$2.17M	Buy	46,896 +4,681	+11%	+$210K	1.53%	13
2025 Q2	$1.8M	Buy	42,215 +5,083	+14%	+$205K	1.43%	16
2025 Q1	$1.51M	Buy	37,132 +15,673	+73%	+$690K	1.27%	18
2024 Q4	$964K	Buy	21,459 +1,764	+9%	+$82.1K	0.77%	34
2024 Q3	$896K	Buy	19,695 +11,984	+155%	+$526K	0.74%	37
2024 Q2	$320K	Buy	+7,711	New	+$321K	0.31%	84

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Coastwise Capital Group's SPSM Position: Q2 2026 in Review

Coastwise Capital Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.8% in Q2 2026, buying an estimated $161K and bringing the position to 54,963 shares worth $3.17M. The position accounts for 1.84% of the portfolio, ranked #10.

Coastwise Capital Group first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 630 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Coastwise Capital Group held 54,963 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.17M as of Q2 2026.
Coastwise Capital Group bought 3,016 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.84% of Coastwise Capital Group's portfolio in Q2 2026, its #10 holding.
Coastwise Capital Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
630 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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