Wallace Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Wallace Advisory Group's SPSM Position: Q2 2026 in Review
Wallace Advisory Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 32% in Q2 2026, buying an estimated $119K and bringing the position to 9,163 shares worth $528K. The position accounts for 0.5% of the portfolio, ranked #52.
Wallace Advisory Group first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Wallace Advisory Group held 9,163 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $528K as of Q2 2026.
- Wallace Advisory Group bought 2,220 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $119K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.5% of Wallace Advisory Group's portfolio in Q2 2026, its #52 holding.
- Wallace Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
- 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.