N.E.W. Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
N.E.W. Advisory Services's SPSM Position: Q2 2026 in Review
N.E.W. Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1% in Q2 2026, buying an estimated $2.88K and bringing the position to 5,272 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #187.
N.E.W. Advisory Services first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q1 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- N.E.W. Advisory Services held 5,272 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $304K as of Q2 2026.
- N.E.W. Advisory Services bought 54 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.88K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #187 holding.
- N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
- N.E.W. Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $408K in Q1 2025.
- 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.