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

First Pacific Financial’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	$156K	Buy	2,958 +12	+0.4%	+$675	0.02%	205
2026 Q2	$170K	Hold	2,946	–	–	0.02%	183
2026 Q1	$142K	Buy	2,946 +2,800	+1,918%	+$139K	0.02%	182
2025 Q4	$6.83K	Buy	+146	New	+$6.81K	﹤0.01%	376

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial's SPSM Position: Q3 2026 in Review

First Pacific Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.41% in Q3 2026, buying an estimated $675 and bringing the position to 2,958 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #205.

First Pacific Financial first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $170K in Q2 2026. 175 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

First Pacific Financial held 2,958 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $156K as of Q3 2026.
First Pacific Financial bought 12 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $675.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #205 holding.
First Pacific Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
First Pacific Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $170K in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.