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

Financial Gravity Companies’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	$24.3M	Buy	+422,057	New	+$22.5M	3.95%	3
2025 Q2	$16.2M	Buy	+380,771	New	+$15.4M	3.18%	8
2024 Q4	$13.9M	Buy	309,318 +12,872	+4%	+$599K	3.17%	7
2024 Q3	$13.5M	Buy	+296,446	New	+$13M	3.61%	9

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

Financial Gravity Companies's SPSM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 422,057 shares worth $24.3M. The stake represents 3.95% of the portfolio and ranks #3 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPSM as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPSM in Q3 2024 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Financial Gravity Companies held 422,057 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $24.3M as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.95% of Financial Gravity Companies's portfolio in Q2 2026, its #3 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 4 quarters since.
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 Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.