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

DHJJ Financial Advisors’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 Q1	$1.06K	Hold	22	–	–	﹤0.01%	807
2025 Q4	$1.03K	Hold	22	–	–	﹤0.01%	776
2025 Q3	$1.02K	Hold	22	–	–	﹤0.01%	757
2025 Q2	$938	Hold	22	–	–	﹤0.01%	745
2025 Q1	$897	Hold	22	–	–	﹤0.01%	700
2024 Q4	$989	Hold	22	–	–	﹤0.01%	660
2024 Q3	$1K	Hold	22	–	–	﹤0.01%	643
2024 Q2	$914	Buy	22 +9	+69%	+$375	﹤0.01%	606
2024 Q1	$560	Hold	13	–	–	﹤0.01%	630
2023 Q4	$549	Hold	13	–	–	﹤0.01%	616
2023 Q3	$480	Buy	+13	New	+$506	﹤0.01%	623

Other funds holding SPSM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return