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

Focus Financial Network’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	$9.25M	Sell	160,378 -28,725	-15%	-$1.53M	0.29%	68
2026 Q1	$9.14M	Sell	189,103 -557,695	-75%	-$27.6M	0.33%	59
2025 Q4	$35M	Buy	746,798 +25,512	+4%	+$1.19M	1.22%	14
2025 Q3	$33.4M	Buy	721,286 +4,663	+0.7%	+$209K	1.19%	14
2025 Q2	$30.5M	Buy	716,623 +107,110	+18%	+$4.32M	1.21%	14
2025 Q1	$24.8M	Buy	609,513 +10,595	+2%	+$467K	1.02%	19
2024 Q4	$26.9M	Buy	598,918 +2,580	+0.4%	+$120K	1.07%	15
2024 Q3	$27.1M	Buy	596,338 +11,626	+2%	+$511K	1.11%	16
2024 Q2	$26.5M	Buy	584,712 +14,038	+2%	+$585K	1.13%	14
2024 Q1	$22.7M	Buy	570,674 +13,811	+2%	+$571K	1.11%	19
2023 Q4	$23.5M	Sell	556,863 -8,362	-1%	-$315K	0.88%	16
2023 Q3	$20.9M	Buy	565,225 +4,379	+0.8%	+$171K	1.18%	15
2023 Q2	$21.8M	Buy	+560,846	New	+$20.8M	1.21%	15

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

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

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

Focus Financial Network's SPSM Position: Q2 2026 in Review

Focus Financial Network reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q2 2026, selling an estimated $1.53M and leaving 160,378 shares worth $9.25M. The position accounts for 0.29% of the portfolio, ranked #68.

Focus Financial Network first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $35M in Q4 2025. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Focus Financial Network held 160,378 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.25M as of Q2 2026.
Focus Financial Network sold 28,725 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.53M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of Focus Financial Network's portfolio in Q2 2026, its #68 holding.
Focus Financial Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Focus Financial Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $35M in Q4 2025.
302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.