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

Paragon 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	$395K	Buy	6,849 +269	+4%	+$14.4K	0.08%	63
2026 Q1	$318K	Buy	+6,580	New	+$326K	0.09%	68
2020 Q1	–	Sell	-28,430	Closed	-$923K	–	78
2019 Q4	$923K	Buy	+28,430	New	+$887K	1%	25

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Paragon Advisors's SPSM Position: Q2 2026 in Review

Paragon Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 6,849 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #63.

Paragon Advisors first reported a position in SPSM in Q4 2019 and has held it in 3 quarters since. The position peaked at $923K in Q4 2019. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Paragon Advisors held 6,849 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $395K as of Q2 2026.
Paragon Advisors bought 269 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Paragon Advisors's portfolio in Q2 2026, its #63 holding.
Paragon Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 3 quarters since.
Paragon Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $923K in Q4 2019.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Paragon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.