HBW Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

HBW Advisory Services’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	$308K	Buy	5,349 +1,006	+23%	+$53.7K	0.03%	375
2026 Q1	$210K	Sell	4,343 -8,942	-67%	-$443K	0.02%	424
2025 Q4	$623K	Buy	13,285 +3,252	+32%	+$152K	0.07%	254
2025 Q3	$465K	Sell	10,033 -2,993	-23%	-$134K	0.05%	270
2025 Q2	$555K	Sell	13,026 -3,761	-22%	-$152K	0.07%	227
2025 Q1	$684K	Sell	16,787 -2,322	-12%	-$102K	0.1%	181
2024 Q4	$858K	Buy	19,109 +5,889	+45%	+$274K	0.09%	145
2024 Q3	$602K	Buy	13,220 +4,013	+44%	+$176K	0.09%	182
2024 Q2	$382K	Buy	9,207 +4,410	+92%	+$184K	0.06%	219
2024 Q1	$202K	Hold	4,797	–	–	0.04%	287
2023 Q4	$202K	Buy	+4,797	New	+$181K	0.04%	287

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HBW Advisory Services's SPSM Position: Q2 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,349 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #375.

HBW Advisory Services first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $858K in Q4 2024. 308 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

HBW Advisory Services held 5,349 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $308K as of Q2 2026.
HBW Advisory Services bought 1,006 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $53.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #375 holding.
HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
HBW Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $858K in Q4 2024.
308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.