SWIM
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Smallwood Wealth Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Smallwood Wealth Investment Management’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 		$403 Buy
+7
New +$374 ﹤0.01% 473

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's SPSM Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 7 shares worth $403. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Smallwood Wealth Investment Management held 7 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $403 as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #473 holding.
  • 516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.