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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$11.8M Sell
79,744
-666
-0.8% -$35.6K 1.98% 8
2026
Q1 		$10M Sell
80,410
-1,295
-2% -$64.1K 1.81% 12
2025
Q4 		$9.82M Buy
81,705
+452
+0.6% +$21.1K 1.81% 14
2025
Q3 		$9.66M Buy
81,253
+219
+0.3% +$9.82K 1.88% 12
2025
Q2 		$8.86M Buy
81,034
+1,610
+2% +$64.9K 1.94% 12
2025
Q1 		$8.31M Buy
79,424
+4,784
+6% +$211K 1.99% 13
2024
Q4 		$8.6M Buy
74,640
+661
+0.9% +$30.7K 2.09% 12
2024
Q3 		$8.65M Sell
73,979
-467
-0.6% -$20.5K 2.19% 10
2024
Q2 		$7.94M Sell
74,446
-1,388
-2% -$57.8K 2.15% 11
2024
Q1 		$8.38M Sell
75,834
-953
-1% -$39.4K 2.36% 10
2023
Q4 		$8.31M Buy
76,787
+1,843
+2% +$69.4K 2.59% 7
2023
Q3 		$7.07M Sell
74,944
-600
-0.8% -$23.4K 2.47% 8
2023
Q2 		$7.53M Sell
75,544
-319
-0.4% -$11.9K 2.49% 8
2023
Q1 		$7.34M Buy
75,863
+997
+1% +$38.9K 2.47% 8
2022
Q4 		$7.09M Buy
74,866
+4,826
+7% +$181K 2.54% 6
2022
Q3 		$6.11M Buy
+70,040
New +$2.65M 2.29% 8

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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

Sterling Investment Advisors (Pennsylvania)'s SPSM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.83% in Q2 2026, selling an estimated $35.6K and leaving 79,744 shares worth $11.8M. The position accounts for 1.98% of the portfolio, ranked #8.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPSM in Q3 2022 and has held it in 16 quarters since. 424 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 79,744 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $11.8M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 666 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $35.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.98% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #8 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 424 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.