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Dogwood Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Dogwood Wealth 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 		$135K Sell
2,343
-129
-5% -$6.89K 0.05% 91
2026
Q1 		$119K Sell
2,472
-54
-2% -$2.67K 0.05% 109
2025
Q4 		$118K Sell
2,526
-91
-3% -$4.24K 0.05% 98
2025
Q3 		$121K Buy
2,617
+420
+19% +$18.8K 0.06% 100
2025
Q2 		$96K Sell
2,197
-157
-7% -$6.33K 0.05% 100
2025
Q1 		$95.9K Sell
2,354
-84
-3% -$3.7K 0.05% 101
2024
Q4 		$110K Buy
2,438
+208
+9% +$9.68K 0.06% 96
2024
Q3 		$101K Buy
2,230
+248
+13% +$10.9K 0.06% 99
2024
Q2 		$82.3K Sell
1,982
-5,848
-75% -$244K 0.05% 104
2024
Q1 		$337K Sell
7,830
-5,219
-40% -$216K 0.23% 62
2023
Q4 		$550K Buy
+13,049
New +$492K 0.43% 38

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

Dogwood Wealth Management's SPSM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.2% in Q2 2026, selling an estimated $6.89K and leaving 2,343 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #91.

Dogwood Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $550K in Q4 2023. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Dogwood Wealth Management held 2,343 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $135K as of Q2 2026.
  • Dogwood Wealth Management sold 129 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.89K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Dogwood Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Dogwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $550K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.