Envestnet Portfolio Solutions
SPSM icon

Envestnet Portfolio Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Envestnet Portfolio Solutions’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 		$56.3M Sell
976,262
-160,891
-14% -$8.59M 0.27% 63
2026
Q1 		$54.9M Sell
1,137,153
-40,170
-3% -$1.99M 0.3% 58
2025
Q4 		$55.2M Sell
1,177,323
-77,527
-6% -$3.62M 0.19% 70
2025
Q3 		$58.1M Buy
1,254,850
+687,258
+121% +$30.8M 0.21% 64
2025
Q2 		$24.2M Buy
567,592
+25,901
+5% +$1.04M 0.09% 111
2025
Q1 		$22.1M Sell
541,691
-216,001
-29% -$9.52M 0.08% 113
2024
Q4 		$34M Buy
757,692
+48,196
+7% +$2.24M 0.11% 98
2024
Q3 		$32.3M Buy
709,496
+29,586
+4% +$1.3M 0.1% 100
2024
Q2 		$28.2M Buy
679,910
+85,996
+14% +$3.58M 0.1% 106
2024
Q1 		$25.6M Buy
593,914
+36,173
+6% +$1.5M 0.1% 110
2023
Q4 		$23.5M Buy
557,741
+181,285
+48% +$6.83M 0.1% 110
2023
Q3 		$13.9M Buy
+376,456
New +$14.7M 0.07% 149

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions's SPSM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, selling an estimated $8.59M and leaving 976,262 shares worth $56.3M. The position accounts for 0.27% of the portfolio, ranked #63.

Envestnet Portfolio Solutions first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $58.1M in Q3 2025. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Envestnet Portfolio Solutions held 976,262 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $56.3M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 160,891 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.59M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #63 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $58.1M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.