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: Q1 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 Q1 2026, buying an estimated $99 and bringing the position to 8,861 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #137.
Wescott Financial Advisory Group first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. 1,000 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Wescott Financial Advisory Group held 8,861 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $428K as of Q1 2026.
- Wescott Financial Advisory Group bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $99.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #137 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 2 quarters since.
- 1,000 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.