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Fifth Third Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Fifth Third Wealth Advisors’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 		$3.23M Buy
56,054
+4,348
+8% +$232K 0.09% 156
2026
Q1 		$2.5M Buy
51,706
+5,273
+11% +$261K 0.08% 161
2025
Q4 		$2.18M Buy
46,433
+5,682
+14% +$265K 0.08% 162
2025
Q3 		$1.89M Buy
40,751
+2,709
+7% +$121K 0.07% 169
2025
Q2 		$1.62M Sell
38,042
-5,013
-12% -$202K 0.07% 183
2025
Q1 		$1.75M Buy
43,055
+25,601
+147% +$1.13M 0.09% 153
2024
Q4 		$784K Buy
17,454
+7,264
+71% +$338K 0.04% 242
2024
Q3 		$464K Buy
+10,190
New +$448K 0.03% 325

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

Fifth Third Wealth Advisors's SPSM Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.4% in Q2 2026, buying an estimated $232K and bringing the position to 56,054 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #156.

Fifth Third Wealth Advisors first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Fifth Third Wealth Advisors held 56,054 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.23M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 4,348 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $232K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Fifth Third Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.