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

Scarborough 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 		– Sell
-661
Closed -$31.9K – 607
2026
Q1 		$31.9K Buy
661
+2
+0.3% +$99 ﹤0.01% 284
2025
Q4 		$30.9K Sell
659
-64
-9% -$2.98K 0.01% 168
2025
Q3 		$33.5K Sell
723
-12,177
-94% -$546K 0.01% 159
2025
Q2 		$550K Sell
12,900
-16,737
-56% -$675K 0.11% 55
2025
Q1 		$1.21M Sell
29,637
-4,597
-13% -$203K 0.17% 66
2024
Q4 		$1.54M Sell
34,234
-97,750
-74% -$4.55M 0.22% 60
2024
Q3 		$6.01M Buy
131,984
+2,954
+2% +$130K 0.97% 27
2024
Q2 		$5.36M Sell
129,030
-68,358
-35% -$2.85M 2.2% 14
2024
Q1 		$8.5M Buy
197,388
+2,594
+1% +$107K 3.93% 9
2023
Q4 		$8.22M Buy
194,794
+27,418
+16% +$1.03M 1.69% 18
2023
Q3 		$6.18M Buy
167,376
+41,939
+33% +$1.63M 1.5% 19
2023
Q2 		$4.87M Buy
125,437
+3,782
+3% +$141K 1.17% 23
2023
Q1 		$4.59M Sell
121,655
-6,025
-5% -$235K 1.16% 26
2022
Q4 		$4.72M Buy
127,680
+22,173
+21% +$831K 1.26% 25
2022
Q3 		$3.59M Sell
105,507
-109,772
-51% -$4.16M 1.12% 26
2022
Q2 		$7.75M Buy
215,279
+5,116
+2% +$199K 2.64% 11
2022
Q1 		$8.84M Buy
+210,163
New +$8.85M 2.82% 11

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
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Scarborough Advisors's SPSM Position: Q2 2026 in Review

Scarborough Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 661 shares — an estimated $31.9K sold.

Scarborough Advisors first reported a position in SPSM in Q1 2022 and held it in 17 quarters. The position peaked at $8.84M in Q1 2022. 237 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Scarborough Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 661 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $31.9K.
  • Scarborough Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 17 quarters.
  • Scarborough Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.84M in Q1 2022.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.