Financial Consulate’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Financial Consulate’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	$3.46K	Sell	60 -58	-49%	-$3.1K	﹤0.01%	918
2026 Q1	$5.7K	Sell	118 -598	-84%	-$29.6K	﹤0.01%	763
2025 Q4	$33.6K	Buy	716 +58	+9%	+$2.71K	﹤0.01%	385
2025 Q3	$30.5K	Buy	+658	New	+$29.5K	﹤0.01%	386
2019 Q2	–	Sell	-19,792	Closed	-$598K	–	111
2019 Q1	$598K	Buy	19,792 +5,324	+37%	+$158K	0.27%	56
2018 Q4	$381K	Sell	14,468 -3,031	-17%	-$89.4K	0.23%	71
2018 Q3	$582K	Buy	17,499 +1,574	+10%	+$52.4K	0.33%	59
2018 Q2	$514K	Sell	15,925 -651	-4%	-$20.5K	0.26%	66
2018 Q1	$496K	Buy	+16,576	New	+$505K	0.26%	67

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

Financial Consulate's SPSM Position: Q2 2026 in Review

Financial Consulate reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 49% in Q2 2026, selling an estimated $3.1K and leaving 60 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Financial Consulate first reported a position in SPSM in Q1 2018 and has held it in 9 quarters since. The position peaked at $598K in Q1 2019. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Financial Consulate held 60 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.46K as of Q2 2026.
Financial Consulate sold 58 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #918 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 9 quarters since.
Financial Consulate's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $598K in Q1 2019.
328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.