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 Q3	$369K	Sell	6,975 -136	-2%	-$7.65K	0.02%	251
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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

YHB Investment Advisors's SPSM Position: Q3 2026 in Review

YHB Investment Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.9% in Q3 2026, selling an estimated $7.65K and leaving 6,975 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #251.

YHB Investment Advisors first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $410K in Q2 2026. 93 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

YHB Investment Advisors held 6,975 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $369K as of Q3 2026.
YHB Investment Advisors sold 136 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $7.65K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #251 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 4 quarters since.
YHB Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $410K in Q2 2026.
93 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.