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SJS Investment Consulting’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

SJS Investment Consulting’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 		$24.6K Hold
426
– – ﹤0.01% 721
2026
Q1 		$20.6K Hold
426
– – ﹤0.01% 664
2025
Q4 		$20K Hold
426
– – ﹤0.01% 629
2025
Q3 		$19.7K Hold
426
– – ﹤0.01% 526
2025
Q2 		$18.1K Hold
426
– – ﹤0.01% 290
2025
Q1 		$17.4K Hold
426
– – ﹤0.01% 298
2024
Q4 		$19.1K Hold
426
– – ﹤0.01% 285
2024
Q3 		$19.4K Hold
426
– – ﹤0.01% 285
2024
Q2 		$17.7K Hold
426
– – ﹤0.01% 278
2024
Q1 		$18.3K Buy
426
+175
+70% +$7.23K ﹤0.01% 289
2023
Q4 		$10.6K Hold
251
– – ﹤0.01% 291
2023
Q3 		$9.26K Hold
251
– – ﹤0.01% 292
2023
Q2 		$9.75K Hold
251
– – ﹤0.01% 277
2023
Q1 		$9.48K Sell
251
-412
-62% -$16.1K ﹤0.01% 297
2022
Q4 		$24.5K Hold
663
– – 0.01% 212
2022
Q3 		$23K Buy
+663
New +$25.1K 0.01% 223
2022
Q1 		$28K Hold
663
– – 0.01% 254
2021
Q4 		$30K Buy
+663
New +$29.5K 0.01% 223

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

SJS Investment Consulting's SPSM Position: Q2 2026 in Review

SJS Investment Consulting held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 426 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

SJS Investment Consulting first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $30K in Q4 2021. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • SJS Investment Consulting held 426 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $24.6K as of Q2 2026.
  • SJS Investment Consulting 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 SJS Investment Consulting's portfolio in Q2 2026, its #721 holding.
  • SJS Investment Consulting first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $30K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.