Wescott Financial 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
Wescott Financial Advisory Group's SPSM Position: Q2 2026 in Review
Wescott Financial Advisory Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q2 2026, buying an estimated $107 and bringing the position to 8,863 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #131.
Wescott Financial Advisory Group first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Wescott Financial Advisory Group held 8,863 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $511K as of Q2 2026.
- Wescott Financial Advisory Group bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #131 holding.
- Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.