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

Financial Management Network’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	$657K	Sell	12,197 -154	-1%	-$8.67K	0.09%	123
2026 Q2	$701K	Sell	12,351 -718	-5%	-$38.3K	0.1%	115
2026 Q1	$665K	Sell	13,069 -1,076	-8%	-$53.3K	0.1%	110
2025 Q4	$669K	Sell	14,145 -810	-5%	-$37.8K	0.11%	107
2025 Q3	$698K	Sell	14,955 -85	-0.6%	-$3.81K	0.12%	101
2025 Q2	$663K	Sell	15,040 -47	-0.3%	-$1.9K	0.12%	103
2025 Q1	$550K	Buy	15,087 +156	+1%	+$6.87K	0.12%	97
2024 Q4	$678K	Buy	14,931 +76	+0.5%	+$3.54K	0.14%	90
2024 Q3	$669K	Sell	14,855 -76	-0.5%	-$3.34K	0.14%	94
2024 Q2	$613K	Buy	14,931 +301	+2%	+$12.5K	0.15%	92
2024 Q1	$611K	Sell	14,630 -2,697	-16%	-$111K	0.15%	88
2023 Q4	$704K	Sell	17,327 -628	-3%	-$23.7K	0.21%	71
2023 Q3	$644K	Sell	17,955 -927	-5%	-$36.1K	0.21%	74
2023 Q2	$738K	Sell	18,882 -2,261	-11%	-$84K	0.26%	69
2023 Q1	$783K	Buy	21,143 +510	+2%	+$19.9K	0.31%	57
2022 Q4	$771K	Sell	20,633 -200	-1%	-$7.49K	0.34%	59
2022 Q3	$755K	Sell	20,833 -437	-2%	-$16.5K	0.37%	58
2022 Q2	$773K	Sell	21,270 -196	-0.9%	-$7.61K	0.41%	56
2022 Q1	$910K	Buy	21,466 +212	+1%	+$8.92K	0.46%	44
2021 Q4	$967K	Sell	21,254 -1,674	-7%	-$74.4K	0.44%	47
2021 Q3	$991K	Buy	22,928 +1,419	+7%	+$60.8K	0.5%	48
2021 Q2	$941K	Buy	21,509 +4,613	+27%	+$200K	0.48%	48
2021 Q1	$735K	Buy	16,896 +1,155	+7%	+$47.1K	0.38%	57
2020 Q4	$619K	Buy	+15,741	New	+$504K	0.38%	55

Other funds holding SPSM

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

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

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Financial Management Network's SPSM Position: Q3 2026 in Review

Financial Management Network reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q3 2026, selling an estimated $8.67K and leaving 12,197 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #123.

Financial Management Network first reported a position in SPSM in Q4 2020 and has held it in 24 quarters since. The position peaked at $991K in Q3 2021. 261 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Financial Management Network held 12,197 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $657K as of Q3 2026.
Financial Management Network sold 154 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $8.67K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Financial Management Network's portfolio in Q3 2026, its #123 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $991K in Q3 2021.
261 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.