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: Q2 2026 in Review
Evernest Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.7% in Q2 2026, buying an estimated $2.02M and bringing the position to 599,855 shares worth $34.6M. The position accounts for 7.24% of the portfolio, ranked #1.
Evernest Financial Advisors first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Evernest Financial Advisors held 599,855 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $34.6M as of Q2 2026.
- Evernest Financial Advisors bought 37,788 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.02M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 7.24% of Evernest Financial Advisors's portfolio in Q2 2026, its #1 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 5 quarters since.
- 1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.