Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$787K Buy
13,654
+7,409
+119% +$396K ﹤0.01% 623
2026
Q1
$302K Buy
6,245
+779
+14% +$38.6K ﹤0.01% 719
2025
Q4
$256K Buy
5,466
+170
+3% +$7.93K ﹤0.01% 868
2025
Q3
$245K Buy
+5,296
New +$237K ﹤0.01% 733
2025
Q2
– Sell
-10,804
Closed -$440K – 872
2025
Q1
$440K Buy
10,804
+1,029
+11% +$45.3K ﹤0.01% 551
2024
Q4
$439K Buy
+9,775
New +$455K ﹤0.01% 548

Other funds holding SPSM

Wealthspire Advisors (New York)'s SPSM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 119% in Q2 2026, buying an estimated $396K and bringing the position to 13,654 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Wealthspire Advisors (New York) first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,654 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $787K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 7,409 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $396K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #623 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.