SHP Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
SHP Wealth Management's SPSM Position: Q2 2026 in Review
SHP Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 194 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #940.
SHP Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- SHP Wealth Management held 194 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $11.2K as of Q2 2026.
- SHP Wealth Management 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 SHP Wealth Management's portfolio in Q2 2026, its #940 holding.
- SHP Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.