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

American Financial 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	$2.41M	Buy	41,823 +559	+1%	+$29.8K	0.29%	40
2026 Q1	$1.99M	Buy	41,264 +1,168	+3%	+$57.8K	0.27%	41
2025 Q4	$1.88M	Buy	40,096 +362	+0.9%	+$16.9K	0.24%	45
2025 Q3	$1.84M	Buy	39,734 +31,514	+383%	+$1.41M	0.24%	47
2025 Q2	$350K	Buy	8,220 +23	+0.3%	+$927	0.05%	112
2025 Q1	$334K	Buy	8,197 +1,900	+30%	+$83.7K	0.05%	104
2024 Q4	$283K	Buy	6,297 +559	+10%	+$26K	0.04%	120
2024 Q3	$261K	Buy	+5,738	New	+$252K	0.04%	123

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

American Financial Advisors's SPSM Position: Q2 2026 in Review

American Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 41,823 shares worth $2.41M. The position accounts for 0.29% of the portfolio, ranked #40.

American Financial Advisors first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

American Financial Advisors held 41,823 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.41M as of Q2 2026.
American Financial Advisors bought 559 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $29.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of American Financial Advisors's portfolio in Q2 2026, its #40 holding.
American Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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