Creative Financial Designs’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Creative Financial Designs’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	$500K	Sell	8,676 -1,165	-12%	-$62.2K	0.02%	411
2026 Q1	$475K	Sell	9,841 -795	-7%	-$39.4K	0.03%	345
2025 Q4	$498K	Buy	10,636 +591	+6%	+$27.6K	0.03%	325
2025 Q3	$465K	Buy	10,045 +4,990	+99%	+$224K	0.03%	338
2025 Q2	$215K	Buy	5,055 +415	+9%	+$16.7K	0.02%	461
2025 Q1	$189K	Buy	4,640 +582	+14%	+$25.6K	0.02%	455
2024 Q4	$182K	Sell	4,058 -3,181	-44%	-$148K	0.01%	462
2024 Q3	$329K	Buy	7,239 +226	+3%	+$9.93K	0.03%	351
2024 Q2	$291K	Sell	7,013 -407	-5%	-$17K	0.03%	359
2024 Q1	$319K	Sell	7,420 -2,509	-25%	-$104K	0.03%	327
2023 Q4	$419K	Buy	9,929 +44	+0.4%	+$1.66K	0.04%	264
2023 Q3	$365K	Buy	9,885 +334	+3%	+$13K	0.04%	257
2023 Q2	$371K	Buy	9,551 +4,861	+104%	+$181K	0.04%	249
2023 Q1	$177K	Sell	4,690 -42	-0.9%	-$1.64K	0.02%	349
2022 Q4	$175K	Buy	4,732 +1	+0%	+$37	0.03%	336
2022 Q3	$161K	Buy	4,731 +714	+18%	+$27K	0.03%	340
2022 Q2	$145K	Sell	4,017 -153	-4%	-$5.94K	0.02%	354
2022 Q1	$175K	Sell	4,170 -28	-0.7%	-$1.18K	0.03%	334
2021 Q4	$188K	Buy	4,198 +12	+0.3%	+$533	0.03%	320
2021 Q3	$178K	Sell	4,186 -51	-1%	-$2.19K	0.03%	319
2021 Q2	$186K	Sell	4,237 -381	-8%	-$16.6K	0.03%	311
2021 Q1	$195K	Buy	4,618 +575	+14%	+$23.4K	0.04%	277
2020 Q4	$145K	Sell	4,043 -61	-1%	-$1.95K	0.03%	308
2020 Q3	$112K	Buy	4,104 +2,937	+252%	+$81.9K	0.03%	322
2020 Q2	$31K	Buy	1,167 +70	+6%	+$1.72K	0.01%	507
2020 Q1	$24K	Buy	+1,097	New	+$31.8K	0.01%	280

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

Creative Financial Designs's SPSM Position: Q2 2026 in Review

Creative Financial Designs reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $62.2K and leaving 8,676 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #411.

Creative Financial Designs first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Creative Financial Designs held 8,676 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $500K as of Q2 2026.
Creative Financial Designs sold 1,165 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $62.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #411 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 26 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.