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 Q3	$53	Buy	+1	New	+$56	﹤0.01%	359
2026 Q2	–	Sell	-42	Closed	-$2.03K	–	746
2026 Q1	$2.03K	Buy	+42	New	+$2.08K	﹤0.01%	344

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPSM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 1 share worth $53. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SPSM as recently as Q1 2026.

Halbert Hargrove Global Advisors first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.03K in Q1 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Halbert Hargrove Global Advisors held 1 share of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $53 as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Halbert Hargrove Global Advisors position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #359 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.03K in Q1 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.