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

Frazier Financial Advisors’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	$7.93K	Buy	138 +1	+0.7%	+$53	﹤0.01%	439
2026 Q1	$6.63K	Hold	137	–	–	﹤0.01%	475
2025 Q4	$6.4K	Buy	137 +1	+0.7%	+$47	﹤0.01%	437
2025 Q3	$6.3K	Buy	136 +1	+0.7%	+$45	﹤0.01%	423
2025 Q2	$5.77K	Hold	135	–	–	﹤0.01%	438
2025 Q1	$5.5K	Sell	135 -1	-0.7%	-$44	﹤0.01%	425
2024 Q4	$6.12K	Buy	136 +3	+2%	+$140	﹤0.01%	418
2024 Q3	$6.08K	Hold	133	–	–	﹤0.01%	486
2024 Q2	$5.52K	Sell	133 -34	-20%	-$1.42K	﹤0.01%	585
2024 Q1	$7.18K	Sell	167 -238	-59%	-$9.84K	0.01%	508
2023 Q4	$17.1K	Buy	+405	New	+$15.3K	0.01%	257

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frazier Financial Advisors's SPSM Position: Q2 2026 in Review

Frazier Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.73% in Q2 2026, buying an estimated $53 and bringing the position to 138 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Frazier Financial Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Frazier Financial Advisors held 138 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.93K as of Q2 2026.
Frazier Financial Advisors bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q2 2026, an estimated $53.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #439 holding.
Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $17.1K in Q4 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.