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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
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

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
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

Patriot Investment Management Group's SPSM Position: Q2 2026 in Review

Patriot Investment Management Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, buying an estimated $1.29M and bringing the position to 833,994 shares worth $48.1M. The position accounts for 2.79% of the portfolio, ranked #7.

Patriot Investment Management Group first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Patriot Investment Management Group held 833,994 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $48.1M as of Q2 2026.
  • Patriot Investment Management Group bought 24,149 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.29M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.79% of Patriot Investment Management Group's portfolio in Q2 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 14 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.