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Butensky & Cohen Financial Security’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Butensky & Cohen Financial Security’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 		$894K Sell
15,493
-578
-4% -$30.9K 0.22% 88
2026
Q1 		$777K Buy
16,071
+167
+1% +$8.27K 0.2% 89
2025
Q4 		$745K Buy
15,904
+390
+3% +$18.2K 0.2% 88
2025
Q3 		$719K Buy
15,514
+169
+1% +$7.58K 0.2% 86
2025
Q2 		$654K Buy
15,345
+787
+5% +$31.7K 0.19% 86
2025
Q1 		$593K Buy
14,558
+360
+3% +$15.9K 0.18% 88
2024
Q4 		$638K Sell
14,198
-146
-1% -$6.79K 0.2% 89
2024
Q3 		$653K Sell
14,344
-126
-0.9% -$5.54K 0.19% 88
2024
Q2 		$601K Sell
14,470
-12
-0.1% -$500 0.19% 87
2024
Q1 		$623K Buy
14,482
+495
+4% +$20.5K 0.19% 87
2023
Q4 		$590K Buy
13,987
+203
+1% +$7.65K 0.2% 85
2023
Q3 		$509K Sell
13,784
-90
-0.6% -$3.5K 0.18% 87
2023
Q2 		$539K Buy
13,874
+640
+5% +$23.8K 0.19% 87
2023
Q1 		$500K Buy
13,234
+252
+2% +$9.84K 0.18% 87
2022
Q4 		$480K Buy
12,982
+752
+6% +$28.2K 0.18% 86
2022
Q3 		$417K Buy
12,230
+987
+9% +$37.4K 0.17% 91
2022
Q2 		$405K Buy
+11,243
New +$436K 0.17% 93

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Butensky & Cohen Financial Security's SPSM Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.6% in Q2 2026, selling an estimated $30.9K and leaving 15,493 shares worth $894K. The position accounts for 0.22% of the portfolio, ranked #88.

Butensky & Cohen Financial Security first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Butensky & Cohen Financial Security held 15,493 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $894K as of Q2 2026.
  • Butensky & Cohen Financial Security sold 578 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $30.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.22% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #88 holding.
  • Butensky & Cohen Financial Security first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.