McGuire Investment Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

McGuire Investment Group’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	$655K	Hold	11,357	–	–	0.06%	97
2026 Q1	$549K	Hold	11,357	–	–	0.06%	90
2025 Q4	$532K	Hold	11,357	–	–	0.06%	93
2025 Q3	$526K	Hold	11,357	–	–	0.06%	91
2025 Q2	$484K	Hold	11,357	–	–	0.06%	88
2025 Q1	$463K	Hold	11,357	–	–	0.07%	80
2024 Q4	$510K	Hold	11,357	–	–	0.07%	80
2024 Q3	$517K	Hold	11,357	–	–	0.07%	82
2024 Q2	$472K	Hold	11,357	–	–	0.07%	84
2024 Q1	$489K	Hold	11,357	–	–	0.07%	87
2023 Q4	$479K	Hold	11,357	–	–	0.08%	79
2023 Q3	$419K	Hold	11,357	–	–	0.08%	81
2023 Q2	$441K	Buy	+11,357	New	+$422K	0.08%	82

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

McGuire Investment Group's SPSM Position: Q2 2026 in Review

McGuire Investment Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 11,357 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #97.

McGuire Investment Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

McGuire Investment Group held 11,357 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $655K as of Q2 2026.
McGuire Investment Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of McGuire Investment Group's portfolio in Q2 2026, its #97 holding.
McGuire Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.