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

AF 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	$8.65M	Hold	150,000	–	–	4.25%	3
2026 Q1	$7.25M	Hold	150,000	–	–	4.01%	4
2025 Q4	$7.03M	Buy	150,000 +60,000	+67%	+$2.8M	2.67%	4
2025 Q3	$4.17M	Hold	90,000	–	–	1.69%	4
2025 Q2	$3.83M	Buy	+90,000	New	+$3.63M	1.32%	4

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

AF Advisors's SPSM Position: Q2 2026 in Review

AF Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 150,000 shares worth $8.65M. The position accounts for 4.25% of the portfolio, ranked #3.

AF Advisors first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

AF Advisors held 150,000 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.65M as of Q2 2026.
AF Advisors 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 4.25% of AF Advisors's portfolio in Q2 2026, its #3 holding.
AF Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.