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Farther Finance Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Farther Finance 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
Q3 		$4.13M Sell
78,152
-6,909
-8% -$389K 0.03% 494
2026
Q2 		$4.91M Buy
85,061
+19,014
+29% +$1.02M 0.04% 413
2026
Q1 		$3.21M Buy
66,047
+5,053
+8% +$250K 0.03% 479
2025
Q4 		$2.86M Buy
60,994
+3,049
+5% +$142K 0.03% 462
2025
Q3 		$2.68M Sell
57,945
-5,867
-9% -$263K 0.04% 354
2025
Q2 		$2.72M Sell
63,812
-51,333
-45% -$2.07M 0.05% 287
2025
Q1 		$4.71M Buy
115,145
+48,849
+74% +$2.15M 0.12% 163
2024
Q4 		$2.98M Buy
66,296
+3,542
+6% +$165K 0.11% 157
2024
Q3 		$2.86M Buy
62,754
+24,856
+66% +$1.09M 0.11% 159
2024
Q2 		$1.56M Buy
37,898
+8,110
+27% +$338K 0.08% 204
2024
Q1 		$1.27M Buy
29,788
+5,649
+23% +$234K 0.08% 214
2023
Q4 		$1.02M Sell
24,139
-14,415
-37% -$543K 0.07% 233
2023
Q3 		$1.42M Buy
38,554
+2,419
+7% +$94.2K 0.22% 87
2023
Q2 		$1.4M Buy
36,135
+35,950
+19,432% +$1.34M 0.31% 65
2023
Q1 		$6.97K Sell
185
-82
-31% -$3.2K ﹤0.01% 1232
2022
Q4 		$9.88K Buy
+267
New +$10K ﹤0.01% 944

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Farther Finance Advisors's SPSM Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.1% in Q3 2026, selling an estimated $389K and leaving 78,152 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #494.

Farther Finance Advisors first reported a position in SPSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.91M in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Farther Finance Advisors held 78,152 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.13M as of Q3 2026.
  • Farther Finance Advisors sold 6,909 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $389K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #494 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.91M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.