CSF
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Capital Squared Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Capital Squared Financial’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 		$242K Buy
4,193
+15
+0.4% +$801 0.16% 79
2026
Q1 		$202K Buy
+4,178
New +$207K 0.15% 84

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

Capital Squared Financial's SPSM Position: Q2 2026 in Review

Capital Squared Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.36% in Q2 2026, buying an estimated $801 and bringing the position to 4,193 shares worth $242K. The position accounts for 0.16% of the portfolio, ranked #79.

Capital Squared Financial first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Capital Squared Financial held 4,193 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $242K as of Q2 2026.
  • Capital Squared Financial bought 15 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $801.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Capital Squared Financial's portfolio in Q2 2026, its #79 holding.
  • Capital Squared Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.