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Lee-Kelleher Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lee-Kelleher Wealth Management’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 		$1.4M Sell
24,248
-2,780
-10% -$148K 0.73% 21
2026
Q1 		$1.31M Sell
27,028
-2,000
-7% -$99K 0.78% 21
2025
Q4 		$1.36M Sell
29,028
-3,615
-11% -$169K 0.81% 20
2025
Q3 		$1.51M Hold
32,643
– – 0.93% 20
2025
Q2 		$1.39M Hold
32,643
– – 0.92% 19
2025
Q1 		$1.33M Hold
32,643
– – 0.98% 19
2024
Q4 		$1.47M Buy
+32,643
New +$1.52M 1.04% 19

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Lee-Kelleher Wealth Management's SPSM Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, selling an estimated $148K and leaving 24,248 shares worth $1.4M. The position accounts for 0.73% of the portfolio, ranked #21.

Lee-Kelleher Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2025. 242 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Lee-Kelleher Wealth Management held 24,248 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.4M as of Q2 2026.
  • Lee-Kelleher Wealth Management sold 2,780 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 0.73% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Lee-Kelleher Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.51M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.