Salem Investment Counselors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Salem Investment Counselors’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	$352K	Hold	6,668	–	–	0.01%	337
2026 Q2	$385K	Hold	6,668	–	–	0.01%	329
2026 Q1	$322K	Hold	6,668	–	–	0.01%	332
2025 Q4	$312K	Hold	6,668	–	–	0.01%	332
2025 Q3	$309K	Hold	6,668	–	–	0.01%	326
2025 Q2	$284K	Hold	6,668	–	–	0.01%	331
2025 Q1	$272K	Sell	6,668 -16,672	-71%	-$734K	0.01%	321
2024 Q4	$1.05M	Hold	23,340	–	–	0.03%	193
2024 Q3	$1.06M	Hold	23,340	–	–	0.03%	199
2024 Q2	$969K	Sell	23,340 -444	-2%	-$18.5K	0.03%	200
2024 Q1	$1.02M	Hold	23,784	–	–	0.03%	195
2023 Q4	$1M	Hold	23,784	–	–	0.03%	186
2023 Q3	$878K	Hold	23,784	–	–	0.03%	186
2023 Q2	$924K	Buy	+23,784	New	+$884K	0.03%	183

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 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

Salem Investment Counselors's SPSM Position: Q3 2026 in Review

Salem Investment Counselors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 6,668 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #337.

Salem Investment Counselors first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q3 2024. 161 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Salem Investment Counselors held 6,668 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $352K as of Q3 2026.
Salem Investment Counselors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Salem Investment Counselors's portfolio in Q3 2026, its #337 holding.
Salem Investment Counselors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Salem Investment Counselors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.06M in Q3 2024.
161 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.