Pachira Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Pachira Investments’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	$5.63M	Sell	97,542 -8,318	-8%	-$444K	2.12%	17
2026 Q1	$5.12M	Sell	105,860 -12,673	-11%	-$627K	2.39%	16
2025 Q4	$5.55M	Sell	118,533 -21,859	-16%	-$1.02M	2.7%	15
2025 Q3	$6.5M	Buy	+140,392	New	+$6.3M	3.65%	10
2025 Q2	–	Sell	-193,066	Closed	-$7.84M	–	58
2025 Q1	$7.84M	Sell	193,066 -2,923	-1%	-$129K	5.51%	7
2024 Q4	$8.8M	Sell	195,989 -1,260	-0.6%	-$58.6K	5.38%	7
2024 Q3	$8.98M	Sell	197,249 -2,113	-1%	-$92.8K	6.91%	6
2024 Q2	$8.28M	Sell	199,362 -1,333	-0.7%	-$55.5K	7.34%	6
2024 Q1	$8.64M	Sell	200,695 -14,275	-7%	-$590K	7.06%	7
2023 Q4	$9.07M	Sell	214,970 -2,457	-1%	-$92.6K	8.01%	6
2023 Q3	$8.02M	Sell	217,427 -3,900	-2%	-$152K	9.01%	6
2023 Q2	$8.6M	Buy	+221,327	New	+$8.23M	9.24%	6

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Pachira Investments's SPSM Position: Q2 2026 in Review

Pachira Investments reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.9% in Q2 2026, selling an estimated $444K and leaving 97,542 shares worth $5.63M. The position accounts for 2.12% of the portfolio, ranked #17.

Pachira Investments first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.07M in Q4 2023. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Pachira Investments held 97,542 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.63M as of Q2 2026.
Pachira Investments sold 8,318 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $444K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.12% of Pachira Investments's portfolio in Q2 2026, its #17 holding.
Pachira Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Pachira Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.07M in Q4 2023.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.