North Ridge Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
North Ridge Wealth Advisors's SPSM Position: Q1 2026 in Review
North Ridge Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.9% in Q1 2026, buying an estimated $891 and bringing the position to 278 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #126.
North Ridge Wealth Advisors first reported a position in SPSM in Q2 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- North Ridge Wealth Advisors held 278 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13.4K as of Q1 2026.
- North Ridge Wealth Advisors bought 18 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $891.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #126 holding.
- North Ridge Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.