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May Barnhard Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

May Barnhard Investments’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 		$296K Sell
5,136
-112
-2% -$5.98K 0.12% 77
2026
Q1 		$254K Sell
5,248
-1,058
-17% -$52.4K 0.12% 79
2025
Q4 		$296K Buy
6,306
+16
+0.3% +$746 0.14% 72
2025
Q3 		$291K Buy
6,290
+14
+0.2% +$628 0.14% 73
2025
Q2 		$267K Sell
6,276
-14
-0.2% -$565 0.12% 79
2025
Q1 		$256K Buy
+6,290
New +$277K 0.13% 79

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

May Barnhard Investments's SPSM Position: Q2 2026 in Review

May Barnhard Investments reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q2 2026, selling an estimated $5.98K and leaving 5,136 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #77.

May Barnhard Investments first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • May Barnhard Investments held 5,136 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $296K as of Q2 2026.
  • May Barnhard Investments sold 112 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.98K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of May Barnhard Investments's portfolio in Q2 2026, its #77 holding.
  • May Barnhard Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.