Waverly Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Waverly Advisors's SPSM Position: Q2 2026 in Review
Waverly Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.8% in Q2 2026, buying an estimated $180K and bringing the position to 123,955 shares worth $7.15M. The position accounts for 0.04% of the portfolio, ranked #355.
Waverly Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Waverly Advisors held 123,955 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.15M as of Q2 2026.
- Waverly Advisors bought 3,366 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $180K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #355 holding.
- Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
- 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.