Smith & Howard Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Smith & Howard Wealth 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	$3.5M	Buy	60,630 +654	+1%	+$34.9K	0.7%	28
2026 Q1	$2.9M	Buy	59,976 +55,098	+1,130%	+$2.73M	0.63%	27
2025 Q4	$229K	Buy	+4,878	New	+$227K	0.05%	79

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smith & Howard Wealth Management's SPSM Position: Q2 2026 in Review

Smith & Howard Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 60,630 shares worth $3.5M. The position accounts for 0.7% of the portfolio, ranked #28.

Smith & Howard Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Smith & Howard Wealth Management held 60,630 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.5M as of Q2 2026.
Smith & Howard Wealth Management bought 654 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $34.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.7% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #28 holding.
Smith & Howard 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.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.