Evernest Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Evernest Financial Advisors's SPSM Position: Q1 2026 in Review
Evernest Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 41% in Q1 2026, buying an estimated $8.03M and bringing the position to 562,067 shares worth $29.8M. The position accounts for 6.2% of the portfolio, ranked #3.
Evernest Financial Advisors first reported a position in SPSM in Q2 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Evernest Financial Advisors held 562,067 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $29.8M as of Q1 2026.
- Evernest Financial Advisors bought 162,285 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $8.03M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 6.2% of Evernest Financial Advisors's portfolio in Q1 2026, its #3 holding.
- Evernest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.