Smith & Howard 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
Smith & Howard Wealth Management's SPSM Position: Q1 2026 in Review
Smith & Howard Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1,130% in Q1 2026, buying an estimated $2.73M and bringing the position to 59,976 shares worth $2.9M. The position accounts for 0.63% of the portfolio, ranked #27.
Smith & Howard Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Smith & Howard Wealth Management held 59,976 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.9M as of Q1 2026.
- Smith & Howard Wealth Management bought 55,098 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.73M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.63% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #27 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 2 quarters since.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.