Abound Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Abound Financial’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	$27.3M	Sell	473,796 -68,603	-13%	-$3.66M	10.89%	1
2026 Q1	$26.2M	Sell	542,399 -42,331	-7%	-$2.1M	11.45%	1
2025 Q4	$27.4M	Sell	584,730 -34,959	-6%	-$1.63M	10.6%	2
2025 Q3	$28.7M	Buy	619,689 +2,596	+0.4%	+$116K	11.49%	2
2025 Q2	$26.3M	Buy	617,093 +54,837	+10%	+$2.21M	11.57%	2
2025 Q1	$22.9M	Buy	562,256 +29,437	+6%	+$1.3M	11.59%	2
2024 Q4	$23.9M	Buy	+532,819	New	+$24.8M	12.13%	1

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Financial's SPSM Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q2 2026, selling an estimated $3.66M and leaving 473,796 shares worth $27.3M. The position accounts for 10.89% of the portfolio, ranked #1.

Abound Financial first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Abound Financial held 473,796 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $27.3M as of Q2 2026.
Abound Financial sold 68,603 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.66M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 10.89% of Abound Financial's portfolio in Q2 2026, its #1 holding.
Abound Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.7M in Q3 2025.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.