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

HHM 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 		$88.6K Hold
1,536
– – 0.01% 313
2026
Q1 		$74.2K Hold
1,536
– – 0.01% 320
2025
Q4 		$72K Buy
1,536
+10
+0.7% +$466 0.01% 309
2025
Q3 		$70.7K Hold
1,526
– – 0.01% 322
2025
Q2 		$65K Buy
1,526
+22
+1% +$887 0.01% 333
2025
Q1 		$61.3K Buy
1,504
+38
+3% +$1.67K 0.01% 323
2024
Q4 		$65.9K Hold
1,466
– – 0.01% 314
2024
Q3 		$66.7K Hold
1,466
– – 0.01% 298
2024
Q2 		$60.9K Hold
1,466
– – 0.01% 311
2024
Q1 		$63.1K Hold
1,466
– – 0.01% 268
2023
Q4 		$61.8K Hold
1,466
– – 0.01% 268
2023
Q3 		$54.1K Sell
1,466
-20
-1% -$779 0.01% 264
2023
Q2 		$57.7K Buy
1,486
+20
+1% +$743 0.01% 269
2023
Q1 		$55.4K Buy
+1,466
New +$57.2K 0.01% 264

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

HHM Wealth Advisors's SPSM Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,536 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #313.

HHM Wealth Advisors first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • HHM Wealth Advisors held 1,536 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $88.6K as of Q2 2026.
  • HHM Wealth Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • HHM Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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