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

Elite Financial’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 		$487K Sell
8,454
-1,650
-16% -$88.1K 0.2% 37
2026
Q1 		$488K Sell
10,104
-950
-9% -$47K 0.22% 38
2025
Q4 		$518K Buy
11,054
+2
+0% +$93 0.24% 34
2025
Q3 		$513K Sell
11,052
-549
-5% -$24.6K 0.24% 36
2025
Q2 		$498K Buy
11,601
+2,005
+21% +$80.9K 0.25% 38
2025
Q1 		$391K Buy
9,596
+3
+0% +$132 0.21% 37
2024
Q4 		$430K Buy
+9,593
New +$446K 0.23% 34

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elite Financial's SPSM Position: Q2 2026 in Review

Elite Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, selling an estimated $88.1K and leaving 8,454 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #37.

Elite Financial first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Elite Financial held 8,454 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $487K as of Q2 2026.
  • Elite Financial sold 1,650 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $88.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of Elite Financial's portfolio in Q2 2026, its #37 holding.
  • Elite Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Elite Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $518K in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.