First Heartland Consultants’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

First Heartland Consultants’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	$456K	Sell	7,902 -169	-2%	-$9.02K	0.03%	341
2026 Q1	$390K	Sell	8,071 -412	-5%	-$20.4K	0.03%	335
2025 Q4	$398K	Sell	8,483 -55	-0.6%	-$2.56K	0.03%	339
2025 Q3	$395K	Buy	8,538 +1,277	+18%	+$57.3K	0.03%	338
2025 Q2	$309K	Buy	7,261 +2,140	+42%	+$86.3K	0.03%	378
2025 Q1	$209K	Sell	5,121 -1,937	-27%	-$85.3K	0.02%	417
2024 Q4	$317K	Buy	7,058 +1,185	+20%	+$55.1K	0.03%	331
2024 Q3	$267K	Sell	5,873 -24	-0.4%	-$1.05K	0.03%	368
2024 Q2	$245	Buy	+5,897	New	+$246K	0.02%	375
2023 Q4	–	Sell	-5,778	Closed	-$213K	–	380
2023 Q3	$213K	Sell	5,778 -1,400	-20%	-$54.5K	0.03%	353
2023 Q2	$279K	Buy	7,178 +1,310	+22%	+$48.7K	0.04%	307
2023 Q1	$222K	Sell	5,868 -35	-0.6%	-$1.37K	0.03%	327
2022 Q4	$218K	Buy	5,903 +4	+0.1%	+$150	0.04%	338
2022 Q3	$200	Buy	5,899 +35	+0.6%	+$1.32K	0.02%	333
2022 Q2	$211K	Sell	5,864 -17	-0.3%	-$660	0.03%	314
2022 Q1	$247K	Sell	5,881 -698	-11%	-$29.4K	0.04%	295
2021 Q4	$294	Sell	6,579 -58,979	-90%	-$2.62M	0.01%	277
2021 Q3	$2.79M	Sell	65,558 -1,200	-2%	-$51.4K	0.42%	62
2021 Q2	$2.93M	Buy	66,758 +17,032	+34%	+$740K	0.44%	58
2021 Q1	$2.1M	Buy	49,726 +39,122	+369%	+$1.59M	0.33%	81
2020 Q4	$380K	Sell	10,604 -3,294	-24%	-$106K	0.06%	199
2020 Q3	$381K	Buy	13,898 +2,047	+17%	+$57.1K	0.07%	179
2020 Q2	$315K	Buy	+11,851	New	+$291K	0.06%	207
2020 Q1	–	Sell	-12,009	Closed	-$392K	–	304
2019 Q4	$392K	Buy	12,009 +339	+3%	+$10.6K	0.08%	202
2019 Q3	$350K	Buy	11,670 +346	+3%	+$10.4K	0.08%	205
2019 Q2	$347K	Buy	11,324 +3,784	+50%	+$115K	0.08%	200
2019 Q1	$228K	Sell	7,540 -76,494	-91%	-$2.27M	0.06%	247
2018 Q4	$2.21M	Sell	84,034 -5,771	-6%	-$170K	0.83%	37
2018 Q3	$2.98M	Buy	+89,805	New	+$2.99M	0.93%	33
2018 Q1	–	Sell	-92,558	Closed	-$2.79M	–	279
2017 Q4	$2.79M	Buy	+92,558	New	+$2.74M	0.84%	31

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's SPSM Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q2 2026, selling an estimated $9.02K and leaving 7,902 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #341.

First Heartland Consultants first reported a position in SPSM in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.98M in Q3 2018. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

First Heartland Consultants held 7,902 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $456K as of Q2 2026.
First Heartland Consultants sold 169 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $9.02K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #341 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 30 quarters since.
First Heartland Consultants's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.98M in Q3 2018.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.