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

American Financial & Tax Strategies’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	$330K	Buy	5,725 +1	+0%	+$53	0.15%	86
2026 Q1	$277K	Sell	5,724 -19	-0.3%	-$941	0.13%	91
2025 Q4	$269K	Sell	5,743 -239	-4%	-$11.1K	0.13%	90
2025 Q3	$277K	Hold	5,982	–	–	0.14%	88
2025 Q2	$255K	Buy	5,982 +40	+0.7%	+$1.61K	0.13%	88
2025 Q1	$242K	Sell	5,942 -100	-2%	-$4.41K	0.13%	88
2024 Q4	$271K	Sell	6,042 -134	-2%	-$6.23K	0.14%	84
2024 Q3	$281K	Sell	6,176 -1,165	-16%	-$51.2K	0.14%	86
2024 Q2	$305K	Sell	7,341 -20	-0.3%	-$833	0.16%	79
2024 Q1	$317K	Sell	7,361 -283	-4%	-$11.7K	0.17%	78
2023 Q4	$322K	Buy	+7,644	New	+$288K	0.18%	79

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

American Financial & Tax Strategies's SPSM Position: Q2 2026 in Review

American Financial & Tax Strategies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q2 2026, buying an estimated $53 and bringing the position to 5,725 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #86.

American Financial & Tax Strategies first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

American Financial & Tax Strategies held 5,725 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $330K as of Q2 2026.
American Financial & Tax Strategies bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q2 2026, an estimated $53.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of American Financial & Tax Strategies's portfolio in Q2 2026, its #86 holding.
American Financial & Tax Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
743 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 & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.