HWP
SPSM icon

Hibernia Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hibernia Wealth Partners’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 		$5.53M Sell
95,843
-87,912
-48% -$4.69M 2.99% 8
2026
Q1 		$8.88M Buy
183,755
+2,285
+1% +$113K 2.63% 9
2025
Q4 		$8.5M Buy
181,470
+90,441
+99% +$4.22M 2.56% 9
2025
Q3 		$4.22M Sell
91,029
-81,390
-47% -$3.65M 2.7% 9
2025
Q2 		$7.35M Buy
172,419
+86,161
+100% +$3.47M 2.37% 10
2025
Q1 		$3.52M Sell
86,258
-29,334
-25% -$1.29M 2.5% 10
2024
Q4 		$5.19M Sell
115,592
-142,726
-55% -$6.64M 3.38% 7
2024
Q3 		$11.8M Buy
258,318
+15,870
+7% +$697K 3.52% 7
2024
Q2 		$10.1M Buy
242,448
+109,746
+83% +$4.57M 3.51% 7
2024
Q1 		$5.71M Sell
132,702
-15,059
-10% -$623K 3.87% 7
2023
Q4 		$6.23M Buy
147,761
+77,261
+110% +$2.91M 4.67% 9
2023
Q3 		$2.6M Buy
+70,500
New +$2.75M 2.01% 14

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

Hibernia Wealth Partners's SPSM Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 48% in Q2 2026, selling an estimated $4.69M and leaving 95,843 shares worth $5.53M. The position accounts for 2.99% of the portfolio, ranked #8.

Hibernia Wealth Partners first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Hibernia Wealth Partners held 95,843 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.53M as of Q2 2026.
  • Hibernia Wealth Partners sold 87,912 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.69M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.99% of Hibernia Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Hibernia Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.8M in Q3 2024.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.