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

Harbour Investments’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 		$8.37M Buy
145,082
+1,192
+0.8% +$63.6K 0.11% 171
2026
Q1 		$6.95M Buy
143,890
+46,112
+47% +$2.28M 0.11% 182
2025
Q4 		$4.58M Sell
97,778
-6,614
-6% -$308K 0.09% 210
2025
Q3 		$4.84M Buy
104,392
+36,562
+54% +$1.64M 0.11% 175
2025
Q2 		$2.89M Buy
67,830
+12,755
+23% +$514K 0.07% 242
2025
Q1 		$2.24M Sell
55,075
-18,154
-25% -$800K 0.06% 265
2024
Q4 		$3.29M Sell
73,229
-6,108
-8% -$284K 0.09% 188
2024
Q3 		$3.61M Buy
79,337
+1,952
+3% +$85.8K 0.11% 156
2024
Q2 		$3.21M Sell
77,385
-7,676
-9% -$320K 0.11% 175
2024
Q1 		$3.66M Sell
85,061
-12,952
-13% -$535K 0.13% 148
2023
Q4 		$4.13M Buy
98,013
+4,093
+4% +$154K 0.17% 106
2023
Q3 		$3.47M Buy
93,920
+31,804
+51% +$1.24M 0.17% 116
2023
Q2 		$2.41M Buy
62,116
+55,739
+874% +$2.07M 0.12% 162
2023
Q1 		$241K Buy
6,377
+155
+2% +$6.05K 0.01% 704
2022
Q4 		$230K Sell
6,222
-475
-7% -$17.8K 0.01% 696
2022
Q3 		$241K Hold
6,697
– – 0.02% 628
2022
Q2 		$241K Buy
+6,697
New +$260K 0.02% 628
2021
Q4 		$182K Sell
4,066
-1,877
-32% -$83.4K 0.01% 754
2021
Q3 		$253K Sell
5,943
-10,215
-63% -$438K 0.01% 911
2021
Q2 		$710K Sell
16,158
-203
-1% -$8.82K 0.02% 540
2021
Q1 		$692K Buy
+16,361
New +$667K 0.02% 493

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's SPSM Position: Q2 2026 in Review

Harbour Investments increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.83% in Q2 2026, buying an estimated $63.6K and bringing the position to 145,082 shares worth $8.37M. The position accounts for 0.11% of the portfolio, ranked #171.

Harbour Investments first reported a position in SPSM in Q1 2021 and has held it in 21 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Harbour Investments held 145,082 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.37M as of Q2 2026.
  • Harbour Investments bought 1,192 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $63.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Harbour Investments's portfolio in Q2 2026, its #171 holding.
  • Harbour Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.