EverSource Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
EverSource Wealth Advisors's SPSM Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 50% in Q2 2026, selling an estimated $305K and leaving 5,739 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #756.
EverSource Wealth Advisors first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $553K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- EverSource Wealth Advisors held 5,739 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $331K as of Q2 2026.
- EverSource Wealth Advisors sold 5,715 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $305K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #756 holding.
- EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
- EverSource Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $553K in Q1 2026.
- 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.