Summit Global Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Summit Global Investments’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	$3.57M	Buy	61,830 +2,301	+4%	+$123K	0.19%	63
2026 Q1	$2.88M	Sell	59,529 -102,842	-63%	-$5.09M	0.17%	67
2025 Q4	$7.61M	Buy	162,371 +49,595	+44%	+$2.31M	0.45%	25
2025 Q3	$5.22M	Buy	112,776 +25,163	+29%	+$1.13M	0.31%	51
2025 Q2	$3.73M	Buy	87,613 +30,872	+54%	+$1.24M	0.22%	74
2025 Q1	$2.31M	Buy	+56,741	New	+$2.5M	0.17%	80
2024 Q4	–	Sell	-5,866	Closed	-$267K	–	628
2024 Q3	$267K	Sell	5,866 -2,509	-30%	-$110K	0.02%	442
2024 Q2	$348K	Sell	8,375 -811	-9%	-$33.8K	0.02%	401
2024 Q1	$395K	Buy	+9,186	New	+$380K	0.03%	370

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Summit Global Investments's SPSM Position: Q2 2026 in Review

Summit Global Investments increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q2 2026, buying an estimated $123K and bringing the position to 61,830 shares worth $3.57M. The position accounts for 0.19% of the portfolio, ranked #63.

Summit Global Investments first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.61M in Q4 2025. 546 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Summit Global Investments held 61,830 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.57M as of Q2 2026.
Summit Global Investments bought 2,301 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $123K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Summit Global Investments's portfolio in Q2 2026, its #63 holding.
Summit Global Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
Summit Global Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.61M in Q4 2025.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.