F/M Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

F/M Investments’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	$942K	Buy	16,333 +269	+2%	+$14.4K	0.05%	188
2026 Q1	$777K	Hold	16,064	–	–	0.05%	195
2025 Q4	$752K	Sell	16,064 -25,546	-61%	-$1.19M	0.03%	305
2025 Q3	$1.93M	Sell	41,610 -2,061	-5%	-$92.4K	0.07%	248
2025 Q2	$1.86M	Hold	43,671	–	–	0.07%	250
2025 Q1	$1.78M	Hold	43,671	–	–	0.07%	241
2024 Q4	$1.96M	Buy	43,671 +29,999	+219%	+$1.4M	0.07%	232
2024 Q3	$622K	Buy	13,672 +164	+1%	+$7.21K	0.02%	282
2024 Q2	$561K	Buy	+13,508	New	+$563K	0.02%	279
2022 Q2	–	Sell	-4,909	Closed	-$207K	–	88
2022 Q1	$207K	Hold	4,909	–	–	0.17%	65
2021 Q4	$219K	Buy	+4,909	New	+$218K	0.16%	68

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 22.96% 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

F/M Investments's SPSM Position: Q2 2026 in Review

F/M Investments increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 16,333 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #188.

F/M Investments first reported a position in SPSM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.96M in Q4 2024. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

F/M Investments held 16,333 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $942K as of Q2 2026.
F/M Investments bought 269 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of F/M Investments's portfolio in Q2 2026, its #188 holding.
F/M Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 11 quarters since.
F/M Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.96M in Q4 2024.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.