SIG
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Spinnaker Investment Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Spinnaker Investment Group’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 		$539K Buy
+9,348
New +$499K 0.09% 94
2026
Q1 		– Sell
-10,392
Closed -$487K – 175
2025
Q4 		$487K Buy
10,392
+747
+8% +$34.8K 0.09% 92
2025
Q3 		$447K Buy
+9,645
New +$432K 0.08% 91

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Spinnaker Investment Group's SPSM Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 9,348 shares worth $539K. The stake represents 0.09% of the portfolio and ranks #94 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in SPSM as recently as Q4 2025.

Spinnaker Investment Group first reported a position in SPSM in Q3 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Spinnaker Investment Group held 9,348 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $539K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Spinnaker Investment Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Spinnaker Investment Group's portfolio in Q2 2026, its #94 holding.
  • Spinnaker Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.