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

Financial Freedom LLC’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 		– Sell
-139
Closed -$6.72K – 346
2026
Q1 		$6.72K Sell
139
-92
-40% -$4.55K ﹤0.01% 342
2025
Q4 		$10.8K Hold
231
– – 0.01% 263
2025
Q3 		$10.7K Hold
231
– – 0.01% 269
2025
Q2 		$9.84K Hold
231
– – 0.01% 272
2025
Q1 		$9.42K Hold
231
– – 0.01% 281
2024
Q4 		$10.4K Hold
231
– – 0.01% 270
2024
Q3 		$10.5K Hold
231
– – 0.01% 269
2024
Q2 		$9.59K Hold
231
– – 0.01% 275
2024
Q1 		$9.94K Hold
231
– – 0.01% 272
2023
Q4 		$9.74K Sell
231
-198
-46% -$7.46K 0.01% 269
2023
Q3 		$15.8K Hold
429
– – 0.01% 241
2023
Q2 		$16.7K Buy
+429
New +$15.9K 0.01% 235

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Freedom LLC's SPSM Position: Q2 2026 in Review

Financial Freedom LLC sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 139 shares — an estimated $6.72K sold.

Financial Freedom LLC first reported a position in SPSM in Q2 2023 and held it in 12 quarters. The position peaked at $16.7K in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Financial Freedom LLC reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 139 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.72K.
  • Financial Freedom LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 12 quarters.
  • Financial Freedom LLC's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.7K in Q2 2023.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.