Patriot Investment Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Patriot Investment Management Group’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 Q3	$44.3M	Buy	838,842 +4,848	+0.6%	+$273K	2.56%	7
2026 Q2	$48.1M	Buy	833,994 +24,149	+3%	+$1.29M	2.79%	7
2026 Q1	$39.1M	Buy	809,845 +19,746	+2%	+$977K	2.5%	8
2025 Q4	$37M	Buy	790,099 +20,560	+3%	+$959K	2.35%	8
2025 Q3	$35.6M	Buy	769,539 +33,395	+5%	+$1.5M	2.33%	8
2025 Q2	$31.4M	Buy	736,144 +49,409	+7%	+$1.99M	2.17%	8
2025 Q1	$28M	Buy	686,735 +39,622	+6%	+$1.75M	2.1%	8
2024 Q4	$29.1M	Buy	647,113 +19,183	+3%	+$892K	2.17%	8
2024 Q3	$28.6M	Buy	627,930 +38,031	+6%	+$1.67M	2.1%	8
2024 Q2	$24.5M	Buy	589,899 +61,359	+12%	+$2.56M	1.92%	9
2024 Q1	$22.7M	Buy	528,540 +68,716	+15%	+$2.84M	1.8%	10
2023 Q4	$19.4M	Buy	459,824 +114,541	+33%	+$4.32M	1.65%	10
2023 Q3	$12.7M	Buy	345,283 +161,110	+87%	+$6.27M	1.17%	16
2023 Q2	$7.15M	Buy	184,173 +120,128	+188%	+$4.46M	0.6%	34
2023 Q1	$2.42M	Buy	+64,045	New	+$2.5M	0.21%	60

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Patriot Investment Management Group's SPSM Position: Q3 2026 in Review

Patriot Investment Management Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.58% in Q3 2026, buying an estimated $273K and bringing the position to 838,842 shares worth $44.3M. The position accounts for 2.56% of the portfolio, ranked #7.

Patriot Investment Management Group first reported a position in SPSM in Q1 2023 and has held it in 15 quarters since. The position peaked at $48.1M in Q2 2026. 147 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Patriot Investment Management Group held 838,842 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $44.3M as of Q3 2026.
Patriot Investment Management Group bought 4,848 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $273K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.56% of Patriot Investment Management Group's portfolio in Q3 2026, its #7 holding.
Patriot Investment Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 15 quarters since.
Patriot Investment Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $48.1M in Q2 2026.
147 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.