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

Financial Solutions Advisory Group’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 		$302K Hold
5,330
– – 0.04% 151
2026
Q1 		$258K Buy
+5,330
New +$264K 0.04% 154

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Financial Solutions Advisory Group's SPSM Position: Q2 2026 in Review

Financial Solutions Advisory Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 5,330 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #151.

Financial Solutions Advisory Group first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Financial Solutions Advisory Group held 5,330 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $302K as of Q2 2026.
  • Financial Solutions Advisory Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.