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SPSM icon

DDFG Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

DDFG Inc’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
Q3 		$4.85M Buy
91,682
+2,428
+3% +$137K 0.95% 26
2026
Q2 		$5.15M Buy
89,254
+6,867
+8% +$367K 1.02% 26
2026
Q1 		$3.98M Buy
82,387
+3,558
+5% +$176K 0.86% 29
2025
Q4 		$3.69M Buy
78,829
+2,259
+3% +$105K 0.81% 27
2025
Q3 		$3.55M Buy
76,570
+3,277
+4% +$147K 0.82% 26
2025
Q2 		$3.12M Buy
73,293
+2,953
+4% +$119K 0.79% 24
2025
Q1 		$2.87M Buy
70,340
+5,369
+8% +$237K 0.79% 24
2024
Q4 		$2.92M Buy
64,971
+3,485
+6% +$162K 0.84% 23
2024
Q3 		$2.8M Buy
61,486
+31,356
+104% +$1.38M 0.8% 25
2024
Q2 		$1.25M Buy
30,130
+1,090
+4% +$45.4K 0.39% 29
2024
Q1 		$1.25M Sell
29,040
-14,342
-33% -$593K 0.4% 26
2023
Q4 		$1.83M Buy
43,382
+1,039
+2% +$39.1K 0.62% 24
2023
Q3 		$1.56M Sell
42,343
-1,591
-4% -$62K 0.58% 24
2023
Q2 		$1.71M Buy
43,934
+1,050
+2% +$39K 0.63% 26
2023
Q1 		$1.62M Sell
42,884
-41,163
-49% -$1.61M 0.63% 26
2022
Q4 		$3.11M Buy
+84,047
New +$3.15M 1.29% 22

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

DDFG Inc's SPSM Position: Q3 2026 in Review

DDFG Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q3 2026, buying an estimated $137K and bringing the position to 91,682 shares worth $4.85M. The position accounts for 0.95% of the portfolio, ranked #26.

DDFG Inc first reported a position in SPSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.15M in Q2 2026. 484 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • DDFG Inc held 91,682 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.85M as of Q3 2026.
  • DDFG Inc bought 2,428 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $137K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.95% of DDFG Inc's portfolio in Q3 2026, its #26 holding.
  • DDFG Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.15M in Q2 2026.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.