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Jackson Grant Investment Advisers’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Jackson Grant Investment Advisers’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 		$34.9K Buy
606
+2
+0.3% +$107 0.01% 222
2026
Q1 		$29.2K Buy
604
+2
+0.3% +$99 0.01% 235
2025
Q4 		$28.2K Buy
602
+3
+0.5% +$140 0.01% 237
2025
Q3 		$27.7K Buy
599
+3
+0.5% +$135 0.01% 235
2025
Q2 		$25.4K Buy
596
+2
+0.3% +$81 0.01% 221
2025
Q1 		$24.2K Buy
594
+2
+0.3% +$88 0.01% 218
2024
Q4 		$26.6K Buy
592
+119
+25% +$5.54K 0.01% 216
2024
Q3 		$21.5K Buy
473
+2
+0.4% +$88 0.01% 227
2024
Q2 		$19.6K Buy
471
+2
+0.4% +$83 0.01% 233
2024
Q1 		$20.2K Sell
469
-21
-4% -$868 0.01% 221
2023
Q4 		$20.7K Buy
490
+3
+0.6% +$113 0.01% 218
2023
Q3 		$18K Buy
487
+1
+0.2% +$39 0.01% 227
2023
Q2 		$18.9K Buy
486
+2
+0.4% +$74 0.01% 229
2023
Q1 		$18.3K Buy
484
+2
+0.4% +$78 0.01% 264
2022
Q4 		$17.8K Buy
482
+2
+0.4% +$75 0.01% 263
2022
Q3 		$16K Buy
480
+2
+0.4% +$76 0.01% 277
2022
Q2 		$17K Buy
478
+2
+0.4% +$78 0.01% 284
2022
Q1 		$20K Hold
476
– – 0.01% 283
2021
Q4 		$21K Buy
476
+3
+0.6% +$133 0.01% 234
2021
Q3 		$20K Buy
473
+1
+0.2% +$43 0.01% 289
2021
Q2 		$21K Buy
472
+2
+0.4% +$87 0.01% 294
2021
Q1 		$20K Buy
470
+1
+0.2% +$41 0.01% 290
2020
Q4 		$17K Buy
469
+2
+0.4% +$64 0.01% 274
2020
Q3 		$13K Buy
467
+1
+0.2% +$28 0.01% 195
2020
Q2 		$12K Buy
466
+69
+17% +$1.7K 0.01% 192
2020
Q1 		$9K Buy
397
+48
+14% +$1.39K 0.01% 197
2019
Q4 		$11K Hold
349
– – 0.01% 202
2019
Q3 		$10K Buy
349
+326
+1,417% +$9.83K 0.01% 209
2019
Q2 		$1K Sell
23
-2,284
-99% -$69.5K ﹤0.01% 223
2019
Q1 		$70K Buy
2,307
+237
+11% +$7.04K 0.04% 131
2018
Q4 		$55K Buy
2,070
+36
+2% +$1.06K 0.04% 140
2018
Q3 		$68K Buy
2,034
+62
+3% +$2.06K 0.04% 133
2018
Q2 		$64K Buy
+1,972
New +$62.1K 0.04% 136

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's SPSM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.33% in Q2 2026, buying an estimated $107 and bringing the position to 606 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #222.

Jackson Grant Investment Advisers first reported a position in SPSM in Q2 2018 and has held it in 33 quarters since. The position peaked at $70K in Q1 2019. 516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Jackson Grant Investment Advisers held 606 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $34.9K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #222 holding.
  • Jackson Grant Investment Advisers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Jackson Grant Investment Advisers's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $70K in Q1 2019.
  • 516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.