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

MeadowBrook Investment 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 		$66.3K Hold
1,150
– – 0.05% 173
2026
Q1 		$55.6K Hold
1,150
– – 0.05% 178
2025
Q4 		$53.9K Hold
1,150
– – 0.05% 189
2025
Q3 		$53.3K Hold
1,150
– – 0.05% 184
2025
Q2 		$49K Buy
+1,150
New +$46.4K 0.04% 187

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
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
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

MeadowBrook Investment Advisors's SPSM Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,150 shares worth $66.3K. The position accounts for 0.05% of the portfolio, ranked #173.

MeadowBrook Investment Advisors first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • MeadowBrook Investment Advisors held 1,150 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $66.3K as of Q2 2026.
  • MeadowBrook Investment Advisors 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 0.05% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • MeadowBrook Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.