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CFM Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

CFM Wealth Partners’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 		$3.48M Buy
60,421
+123
+0.2% +$6.57K 0.44% 46
2026
Q1 		$2.91M Buy
60,298
+119
+0.2% +$5.89K 0.44% 49
2025
Q4 		$2.82M Sell
60,179
-40
-0.1% -$1.86K 0.41% 48
2025
Q3 		$2.79M Sell
60,219
-2,873
-5% -$129K 0.4% 50
2025
Q2 		$2.69M Sell
63,092
-484
-0.8% -$19.5K 0.43% 49
2025
Q1 		$2.59M Sell
63,576
-326
-0.5% -$14.4K 0.46% 47
2024
Q4 		$2.87M Buy
63,902
+615
+1% +$28.6K 0.48% 48
2024
Q3 		$2.88M Buy
63,287
+3,299
+5% +$145K 0.5% 48
2024
Q2 		$2.49M Buy
59,988
+9,219
+18% +$384K 0.46% 51
2024
Q1 		$2.19M Buy
50,769
+188
+0.4% +$7.77K 0.44% 56
2023
Q4 		$2.13M Buy
50,581
+106
+0.2% +$3.99K 0.48% 53
2023
Q3 		$1.86M Buy
50,475
+3,103
+7% +$121K 0.49% 52
2023
Q2 		$1.84M Buy
+47,372
New +$1.76M 0.45% 59

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

CFM Wealth Partners's SPSM Position: Q2 2026 in Review

CFM Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.2% in Q2 2026, buying an estimated $6.57K and bringing the position to 60,421 shares worth $3.48M. The position accounts for 0.44% of the portfolio, ranked #46.

CFM Wealth Partners first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • CFM Wealth Partners held 60,421 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.48M as of Q2 2026.
  • CFM Wealth Partners bought 123 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.57K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.44% of CFM Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • CFM Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 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 CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.