YIA
SPSM icon

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

YHB Investment Advisors’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 		$410K Buy
7,111
+297
+4% +$15.9K 0.03% 235
2026
Q1 		$329K Buy
6,814
+1,875
+38% +$92.8K 0.02% 249
2025
Q4 		$231K Buy
+4,939
New +$230K 0.02% 284

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

YHB Investment Advisors's SPSM Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q2 2026, buying an estimated $15.9K and bringing the position to 7,111 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #235.

YHB Investment Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • YHB Investment Advisors held 7,111 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $410K as of Q2 2026.
  • YHB Investment Advisors bought 297 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $15.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • YHB Investment Advisors 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.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.