MSWA
SPSM icon

Marshall & Sterling Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$464 Buy
8
+4
+100% +$214 ﹤0.01% 319
2026
Q1 		$194 Buy
+4
New +$198 ﹤0.01% 336
2025
Q4 		– Sell
-1,648
Closed -$76.3K – 582
2025
Q3 		$76.3K Buy
1,648
+527
+47% +$23.6K 0.05% 135
2025
Q2 		$47.8K Buy
1,121
+360
+47% +$14.5K 0.03% 170
2025
Q1 		$31K Buy
+761
New +$33.5K 0.02% 212

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPSM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 100% in Q2 2026, buying an estimated $214 and bringing the position to 8 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Marshall & Sterling Wealth Advisors first reported a position in SPSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $76.3K in Q3 2025. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 8 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $464 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 4 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $214.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Marshall & Sterling Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $76.3K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.