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 Q2	$1.27K	Hold	22	–	–	﹤0.01%	796
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 $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

DHJJ Financial Advisors's SPSM Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 22 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

DHJJ Financial Advisors first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

DHJJ Financial Advisors held 22 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.27K as of Q2 2026.
DHJJ Financial Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #796 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.