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

Beaumont 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	$286K	Sell	4,959 -665	-12%	-$35.5K	0.02%	318
2026 Q1	$272K	Buy	5,624 +327	+6%	+$16.2K	0.02%	311
2025 Q4	$248K	Sell	5,297 -92	-2%	-$4.29K	0.02%	326
2025 Q3	$250K	Sell	5,389 -88	-2%	-$3.95K	0.02%	350
2025 Q2	$233K	Buy	+5,477	New	+$221K	0.02%	340
2025 Q1	–	Sell	-4,725	Closed	-$212K	–	383
2024 Q4	$212K	Sell	4,725 -1,754	-27%	-$81.6K	0.02%	348
2024 Q3	$295K	Buy	6,479 +520	+9%	+$22.8K	0.02%	278
2024 Q2	$247K	Sell	5,959 -362	-6%	-$15.1K	0.02%	307
2024 Q1	$272K	Sell	6,321 -554	-8%	-$22.9K	0.02%	292
2023 Q4	$290K	Buy	6,875 +656	+11%	+$24.7K	0.03%	272
2023 Q3	$229K	Hold	6,219	–	–	0.02%	287
2023 Q2	$242K	Buy	+6,219	New	+$231K	0.02%	298

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

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

Beaumont Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $35.5K and leaving 4,959 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #318.

Beaumont Financial Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $295K in Q3 2024. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Beaumont Financial Advisors held 4,959 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $286K as of Q2 2026.
Beaumont Financial Advisors sold 665 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $35.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #318 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Beaumont Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $295K in Q3 2024.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.