HM Payson & Co’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

HM Payson & Co’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	$1.92M	Hold	33,330	–	–	0.03%	174
2026 Q1	$1.61M	Sell	33,330 -815	-2%	-$40.3K	0.02%	177
2025 Q4	$1.6M	Sell	34,145 -57,035	-63%	-$2.66M	0.02%	174
2025 Q3	$4.22M	Buy	91,180 +55,666	+157%	+$2.5M	0.06%	117
2025 Q2	$1.51M	Buy	35,514 +27,848	+363%	+$1.12M	0.02%	170
2025 Q1	$312K	Buy	7,666 +902	+13%	+$39.7K	0.01%	343
2024 Q4	$304K	Buy	6,764 +2,493	+58%	+$116K	0.01%	350
2024 Q3	$194K	Buy	4,271 +282	+7%	+$12.4K	﹤0.01%	422
2024 Q2	$166K	Buy	3,989 +3,576	+866%	+$149K	﹤0.01%	429
2024 Q1	$17.8K	Sell	413 -161,039	-100%	-$6.66M	﹤0.01%	766
2023 Q4	$6.81M	Buy	161,452 +131	+0.1%	+$4.94K	0.14%	86
2023 Q3	$5.95M	Sell	161,321 -25,965	-14%	-$1.01M	0.14%	86
2023 Q2	$7.27M	Buy	187,286 +204	+0.1%	+$7.58K	0.16%	79
2023 Q1	$7.07M	Buy	+187,082	New	+$7.3M	0.17%	78

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HM Payson & Co's SPSM Position: Q2 2026 in Review

HM Payson & Co held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 33,330 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #174.

HM Payson & Co first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.27M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

HM Payson & Co held 33,330 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.92M as of Q2 2026.
HM Payson & Co 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 0.03% of HM Payson & Co's portfolio in Q2 2026, its #174 holding.
HM Payson & Co 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.
HM Payson & Co's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.27M in Q2 2023.
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 HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.