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

Financial Insights’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	$15.5M	Buy	292,432 +13,935	+5%	+$784K	3.92%	8
2026 Q2	$16.1M	Buy	278,497 +27,311	+11%	+$1.46M	4.23%	7
2026 Q1	$12.1M	Buy	251,186 +21,058	+9%	+$1.04M	3.93%	7
2025 Q4	$10.8M	Buy	230,128 +7,318	+3%	+$341K	3.61%	8
2025 Q3	$10.3M	Buy	222,810 +11,255	+5%	+$505K	3.42%	8
2025 Q2	$9.01M	Buy	211,555 +9,579	+5%	+$386K	3.29%	8
2025 Q1	$8.23M	Buy	201,976 +25,927	+15%	+$1.14M	3.28%	9
2024 Q4	$7.91M	Sell	176,049 -17,903	-9%	-$833K	2.94%	11
2024 Q3	$8.83M	Sell	193,952 -68,767	-26%	-$3.02M	2.79%	9
2024 Q2	$10.9M	Buy	262,719 +11,202	+4%	+$467K	3.03%	7
2024 Q1	$10.8M	Sell	251,517 -24,251	-9%	-$1M	3.02%	8
2023 Q4	$11.6M	Buy	275,768 +83,440	+43%	+$3.14M	3.64%	8
2023 Q3	$6.69M	Buy	+192,328	New	+$7.49M	2.39%	12

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Financial Insights's SPSM Position: Q3 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q3 2026, buying an estimated $784K and bringing the position to 292,432 shares worth $15.5M. The position accounts for 3.92% of the portfolio, ranked #8.

Financial Insights first reported a position in SPSM in Q3 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q2 2026. 493 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Financial Insights held 292,432 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $15.5M as of Q3 2026.
Financial Insights bought 13,935 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $784K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.92% of Financial Insights's portfolio in Q3 2026, its #8 holding.
Financial Insights first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 13 quarters since.
Financial Insights's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.1M in Q2 2026.
493 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.