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Highland Investment Advisors LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Highland Investment Advisors LLC’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 		$23.1K Buy
+400
New +$21.4K 0.01% 261

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Highland Investment Advisors LLC's SPSM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 400 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

932 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Highland Investment Advisors LLC held 400 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $23.1K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #261 holding.
  • 932 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.