Duncan Williams Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Duncan Williams Asset Management's SPSM Position: Q2 2026 in Review
Duncan Williams Asset Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 5,216 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #134.
Duncan Williams Asset Management first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $305K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Duncan Williams Asset Management held 5,216 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $301K as of Q2 2026.
- Duncan Williams Asset Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Duncan Williams Asset Management's portfolio in Q2 2026, its #134 holding.
- Duncan Williams Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
- Duncan Williams Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $305K in Q4 2025.
- 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 Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.