SGK
SPSM icon

Steigerwald Gordon & Koch’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Steigerwald Gordon & Koch’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 		$157K Hold
2,720
– – 0.02% 169
2026
Q1 		$131K Hold
2,720
– – 0.01% 181
2025
Q4 		$127K Hold
2,720
– – 0.01% 183
2025
Q3 		$126K Buy
+2,720
New +$122K 0.01% 182

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

Steigerwald Gordon & Koch's SPSM Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 2,720 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #169.

Steigerwald Gordon & Koch first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,720 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $157K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #169 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.