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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Farther Finance Advisors's SPSM Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 29% in Q2 2026, buying an estimated $1.02M and bringing the position to 85,061 shares worth $4.91M. The position accounts for 0.04% of the portfolio, ranked #413.

Farther Finance Advisors first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 329 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Farther Finance Advisors held 85,061 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.91M as of Q2 2026.
  • Farther Finance Advisors bought 19,014 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.02M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #413 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 15 quarters since.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.