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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.6M Buy
45,081
+5,702
+14% +$304K 1.49% 17
2026
Q1
$1.9M Buy
39,379
+6,344
+19% +$314K 1.36% 18
2025
Q4
$1.55M Buy
+33,035
New +$1.54M 1.2% 20

Other funds holding SPSM

Northwest Wealth Advisors's SPSM Position: Q2 2026 in Review

Northwest Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, buying an estimated $304K and bringing the position to 45,081 shares worth $2.6M. The position accounts for 1.49% of the portfolio, ranked #17.

Northwest Wealth Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Northwest Wealth Advisors held 45,081 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.6M as of Q2 2026.
  • Northwest Wealth Advisors bought 5,702 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $304K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.49% of Northwest Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Northwest Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.