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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
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

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
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

Salem Investment Counselors's SPSM Position: Q2 2026 in Review

Salem Investment Counselors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 6,668 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #329.

Salem Investment Counselors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2024. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Salem Investment Counselors held 6,668 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $385K as of Q2 2026.
  • Salem Investment Counselors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #329 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 13 quarters since.
  • Salem Investment Counselors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.06M in Q3 2024.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.