Woodmont Investment Counsel’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Woodmont Investment Counsel’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Hold	6,515	–	–	0.02%	226
2026 Q1	$315K	Hold	6,515	–	–	0.02%	225
2025 Q4	$305K	Sell	6,515 -1,147	-15%	-$53.5K	0.02%	226
2025 Q3	$355K	Hold	7,662	–	–	0.02%	210
2025 Q2	$326K	Hold	7,662	–	–	0.02%	231
2025 Q1	$312K	Sell	7,662 -197	-3%	-$8.68K	0.02%	229
2024 Q4	$353K	Hold	7,859	–	–	0.03%	213
2024 Q3	$358K	Sell	7,859 -241	-3%	-$10.6K	0.03%	209
2024 Q2	$336K	Hold	8,100	–	–	0.03%	203
2024 Q1	$349K	Buy	+8,100	New	+$335K	0.03%	204

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodmont Investment Counsel's SPSM Position: Q2 2026 in Review

Woodmont Investment Counsel held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 6,515 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #226.

Woodmont Investment Counsel first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Woodmont Investment Counsel held 6,515 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $376K as of Q2 2026.
Woodmont Investment Counsel left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #226 holding.
Woodmont Investment Counsel first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.