PWG
SPSM icon

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

Portside Wealth 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 		$9.36M Buy
162,268
+11,930
+8% +$637K 1.09% 12
2026
Q1 		$7.26M Buy
150,338
+12,358
+9% +$612K 0.98% 15
2025
Q4 		$6.47M Buy
137,980
+13,257
+11% +$618K 0.87% 22
2025
Q3 		$5.78M Buy
124,723
+18,304
+17% +$821K 0.8% 24
2025
Q2 		$4.53M Buy
106,419
+9,347
+10% +$377K 0.67% 35
2025
Q1 		$3.96M Buy
97,072
+7,080
+8% +$312K 0.65% 41
2024
Q4 		$4.04M Buy
89,992
+27,591
+44% +$1.28M 0.67% 39
2024
Q3 		$2.84M Buy
62,401
+5,609
+10% +$246K 0.48% 58
2024
Q2 		$2.36M Buy
56,792
+34,226
+152% +$1.43M 0.45% 61
2024
Q1 		$971K Sell
22,566
-630
-3% -$26K 0.18% 132
2023
Q4 		$978K Buy
23,196
+4,298
+23% +$162K 0.18% 126
2023
Q3 		$700K Buy
18,898
+794
+4% +$30.9K 0.13% 156
2023
Q2 		$703K Buy
+18,104
New +$673K 0.13% 160

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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

Portside Wealth Group's SPSM Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.9% in Q2 2026, buying an estimated $637K and bringing the position to 162,268 shares worth $9.36M. The position accounts for 1.09% of the portfolio, ranked #12.

Portside Wealth Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Portside Wealth Group held 162,268 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.36M as of Q2 2026.
  • Portside Wealth Group bought 11,930 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $637K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.09% of Portside Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.