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

Signature Estate & Investment 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 		$528K Buy
9,155
+3,980
+77% +$213K 0.01% 419
2026
Q1 		$250K Buy
5,175
+291
+6% +$14.4K 0.01% 572
2025
Q4 		$229K Buy
+4,884
New +$228K ﹤0.01% 561

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Signature Estate & Investment Advisors's SPSM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 77% in Q2 2026, buying an estimated $213K and bringing the position to 9,155 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #419.

Signature Estate & Investment Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Signature Estate & Investment Advisors held 9,155 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $528K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 3,980 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $213K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • Signature Estate & Investment Advisors 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.
  • 627 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.