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Halbert Hargrove Global Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Halbert Hargrove Global 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 		– Sell
-42
Closed -$2.03K – 746
2026
Q1 		$2.03K Buy
+42
New +$2.08K ﹤0.01% 344

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

Halbert Hargrove Global Advisors's SPSM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 42 shares — an estimated $2.03K sold.

Halbert Hargrove Global Advisors first reported a position in SPSM in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Halbert Hargrove Global Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 42 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.03K.
  • Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.03K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.