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CFS Investment Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

CFS Investment Advisory Services’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 		$5.58M Buy
98,000
+37,453
+62% +$2M 0.37% 63
2026
Q1 		$3.19M Buy
60,547
+34,189
+130% +$1.69M 0.22% 88
2025
Q4 		$1.24M Buy
26,358
+2,100
+9% +$97.9K 0.09% 165
2025
Q3 		$1.15M Buy
24,258
+2,724
+13% +$122K 0.09% 169
2025
Q2 		$917K Buy
21,534
+4,067
+23% +$164K 0.08% 182
2025
Q1 		$712K Sell
17,467
-37
-0.2% -$1.63K 0.06% 188
2024
Q4 		$786K Buy
17,504
+2,643
+18% +$123K 0.07% 175
2024
Q3 		$676K Buy
14,861
+472
+3% +$20.7K 0.06% 183
2024
Q2 		$598K Sell
14,389
-2,239
-13% -$93.3K 0.05% 172
2024
Q1 		$716K Buy
16,628
+4,160
+33% +$172K 0.12% 99
2023
Q4 		$526K Buy
12,468
+308
+3% +$11.6K 0.09% 100
2023
Q3 		$449K Buy
12,160
+235
+2% +$9.15K 0.07% 123
2023
Q2 		$463K Buy
11,925
+1,045
+10% +$38.8K 0.06% 167
2023
Q1 		$411K Sell
10,880
-5,202
-32% -$203K 0.07% 105
2022
Q4 		$595K Sell
16,082
-563,740
-97% -$21.1M 0.14% 78
2022
Q3 		$580K Buy
579,822
+562,266
+3,203% +$21.3M 0.13% 86
2022
Q2 		$632K Sell
17,556
-1,292,660
-99% -$50.2M 0.1% 151
2022
Q1 		$61K Buy
1,310,216
+1,277,387
+3,891% +$53.8M 0.27% 54
2021
Q4 		$1.36M Sell
32,829
-7,091
-18% -$315K 0.18% 117
2021
Q3 		$1.7M Buy
+39,920
New +$1.71M 0.23% 105
2020
Q4 		$1.78M Buy
+49,635
New +$1.59M 0.28% 92

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

CFS Investment Advisory Services's SPSM Position: Q2 2026 in Review

CFS Investment Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 62% in Q2 2026, buying an estimated $2M and bringing the position to 98,000 shares worth $5.58M. The position accounts for 0.37% of the portfolio, ranked #63.

CFS Investment Advisory Services first reported a position in SPSM in Q4 2020 and has held it in 21 quarters since. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • CFS Investment Advisory Services held 98,000 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.58M as of Q2 2026.
  • CFS Investment Advisory Services bought 37,453 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of CFS Investment Advisory Services's portfolio in Q2 2026, its #63 holding.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.