Sand Hill Global Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sand Hill Global Advisors’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	$535K	Hold	9,276	–	–	0.02%	150
2026 Q1	$448K	Buy	9,276 +89	+1%	+$4.41K	0.02%	148
2025 Q4	$431K	Sell	9,187 -1,738	-16%	-$81.1K	0.02%	153
2025 Q3	$506K	Hold	10,925	–	–	0.02%	144
2025 Q2	$465K	Hold	10,925	–	–	0.02%	150
2025 Q1	$445K	Hold	10,925	–	–	0.02%	150
2024 Q4	$491K	Sell	10,925 -1,105	-9%	-$51.4K	0.02%	142
2024 Q3	$547K	Hold	12,030	–	–	0.02%	135
2024 Q2	$500K	Sell	12,030 -363	-3%	-$15.1K	0.02%	137
2024 Q1	$533K	Sell	12,393 -1,013	-8%	-$41.9K	0.03%	117
2023 Q4	$565K	Hold	13,406	–	–	0.03%	120
2023 Q3	$495K	Hold	13,406	–	–	0.03%	115
2023 Q2	$521K	Buy	+13,406	New	+$498K	0.03%	112

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sand Hill Global Advisors's SPSM Position: Q2 2026 in Review

Sand Hill Global Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 9,276 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #150.

Sand Hill Global Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $565K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sand Hill Global Advisors held 9,276 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $535K as of Q2 2026.
Sand Hill Global Advisors 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 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #150 holding.
Sand Hill Global Advisors 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.
Sand Hill Global Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $565K in Q4 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.