Convergence Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
Convergence Financial's SPSM Position: Q3 2026 in Review
Convergence Financial opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 32,491 shares worth $1.72M. The stake represents 0.24% of the portfolio and ranks #76 among its holdings. This is a return to the name: Convergence Financial previously reported a position in SPSM as recently as Q4 2024.
Convergence Financial first reported a position in SPSM in Q4 2023 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.
- Convergence Financial held 32,491 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.72M as of Q3 2026.
- State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Convergence Financial position in Q3 2026.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.24% of Convergence Financial's portfolio in Q3 2026, its #76 holding.
- Convergence Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 5 quarters since.
- 639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.
Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.