Comprehensive Money Management Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Comprehensive Money Management 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	$969K	Sell	16,795 -5	-0%	-$267	0.61%	56
2026 Q1	$812K	Hold	16,800	–	–	0.53%	64
2025 Q4	$787K	Hold	16,800	–	–	0.54%	63
2025 Q3	$778K	Buy	16,800 +465	+3%	+$20.9K	0.55%	61
2025 Q2	$696K	Buy	16,335 +638	+4%	+$25.7K	0.53%	66
2025 Q1	$640K	Sell	15,697 -417	-3%	-$18.4K	0.52%	68
2024 Q4	$724K	Buy	+16,114	New	+$750K	0.6%	57

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 22.9% 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

Comprehensive Money Management Services's SPSM Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.03% in Q2 2026, selling an estimated $267 and leaving 16,795 shares worth $969K. The position accounts for 0.61% of the portfolio, ranked #56.

Comprehensive Money Management Services first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Comprehensive Money Management Services held 16,795 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $969K as of Q2 2026.
Comprehensive Money Management Services sold 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $267.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.61% of Comprehensive Money Management Services's portfolio in Q2 2026, its #56 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.