FP
SPSM icon

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

Financial Perspectives’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 		$36K Buy
625
+2
+0.3% +$107 0.01% 378
2026
Q1 		$30.1K Buy
623
+313
+101% +$15.5K 0.01% 386
2025
Q4 		$14.5K Buy
+310
New +$14.5K ﹤0.01% 481
2025
Q2 		– Sell
-90
Closed -$3.67K – 732
2025
Q1 		$3.67K Hold
90
– – ﹤0.01% 588
2024
Q4 		$4.04K Hold
90
– – ﹤0.01% 586
2024
Q3 		$4.1K Hold
90
– – ﹤0.01% 537
2024
Q2 		$3.74K Hold
90
– – ﹤0.01% 535
2024
Q1 		$3.87K Buy
+90
New +$3.72K ﹤0.01% 529

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
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 Perspectives's SPSM Position: Q2 2026 in Review

Financial Perspectives increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.32% in Q2 2026, buying an estimated $107 and bringing the position to 625 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #378.

Financial Perspectives first reported a position in SPSM in Q1 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Financial Perspectives held 625 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $36K as of Q2 2026.
  • Financial Perspectives bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #378 holding.
  • Financial Perspectives first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 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 Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.