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Go Invest LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Go Invest 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 		$1.17M Buy
20,273
+2,778
+16% +$148K 0.27% 15
2026
Q1 		$845K Buy
17,495
+695
+4% +$34.4K 0.24% 17
2025
Q4 		$787K Buy
+16,800
New +$783K 0.26% 18

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Go Invest LLC's SPSM Position: Q2 2026 in Review

Go Invest LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, buying an estimated $148K and bringing the position to 20,273 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #15.

Go Invest LLC first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Go Invest LLC held 20,273 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.17M as of Q2 2026.
  • Go Invest LLC bought 2,778 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $148K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Go Invest LLC's portfolio in Q2 2026, its #15 holding.
  • Go Invest LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.