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

AmeriFlex Group’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 		$54.2K Buy
940
+1
+0.1% +$53 0.02% 480
2026
Q1 		$45.4K Buy
939
+1
+0.1% +$50 0.02% 441
2025
Q4 		$43.9K Buy
938
+76
+9% +$3.54K 0.02% 443
2025
Q3 		$39.9K Buy
862
+736
+584% +$33K 0.02% 495
2025
Q2 		$5.36K Sell
126
-358
-74% -$14.4K ﹤0.01% 818
2025
Q1 		$19.7K Sell
484
-954
-66% -$42K 0.01% 689
2024
Q4 		$66.5K Buy
+1,438
New +$66.9K 0.03% 380

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AmeriFlex Group's SPSM Position: Q2 2026 in Review

AmeriFlex Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.11% in Q2 2026, buying an estimated $53 and bringing the position to 940 shares worth $54.2K. The position accounts for 0.02% of the portfolio, ranked #480.

AmeriFlex Group first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $66.5K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • AmeriFlex Group held 940 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $54.2K as of Q2 2026.
  • AmeriFlex Group 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 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #480 holding.
  • AmeriFlex Group 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.
  • AmeriFlex Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $66.5K in Q4 2024.
  • 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 AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.