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

Fingerlakes Wealth Management’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 		$660K Buy
11,439
+84
+0.7% +$4.49K 0.36% 57
2026
Q1 		$549K Buy
11,355
+4
+0% +$198 0.36% 57
2025
Q4 		$532K Sell
11,351
-849
-7% -$39.6K 0.34% 56
2025
Q3 		$565K Sell
12,200
-276
-2% -$12.4K 0.37% 54
2025
Q2 		$531K Sell
12,476
-101
-0.8% -$4.07K 0.4% 53
2025
Q1 		$513K Sell
12,577
-359
-3% -$15.8K 0.44% 51
2024
Q4 		$581K Sell
12,936
-648
-5% -$30.1K 0.47% 50
2024
Q3 		$618K Sell
13,584
-57
-0.4% -$2.5K 0.51% 49
2024
Q2 		$567K Sell
13,641
-1,225
-8% -$51K 0.51% 49
2024
Q1 		$640K Sell
14,866
-37
-0.2% -$1.53K 0.62% 45
2023
Q4 		$629K Buy
14,903
+219
+1% +$8.25K 0.68% 40
2023
Q3 		$542K Sell
14,684
-129
-0.9% -$5.02K 0.66% 41
2023
Q2 		$575K Buy
14,813
+26
+0.2% +$966 0.66% 41
2023
Q1 		$558K Buy
14,787
+49
+0.3% +$1.91K 0.7% 39
2022
Q4 		$545K Sell
14,738
-80
-0.5% -$3K 0.75% 39
2022
Q3 		$505K Buy
14,818
+49
+0.3% +$1.85K 0.74% 38
2022
Q2 		$531K Buy
14,769
+217
+1% +$8.42K 0.73% 40
2022
Q1 		$612K Buy
14,552
+278
+2% +$11.7K 0.72% 41
2021
Q4 		$636K Buy
+14,274
New +$634K 0.72% 39

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

Fingerlakes Wealth Management's SPSM Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.74% in Q2 2026, buying an estimated $4.49K and bringing the position to 11,439 shares worth $660K. The position accounts for 0.36% of the portfolio, ranked #57.

Fingerlakes Wealth Management first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Fingerlakes Wealth Management held 11,439 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $660K as of Q2 2026.
  • Fingerlakes Wealth Management bought 84 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.49K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.