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Global Financial Private Client’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Global Financial Private Client’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 		$1.55M Buy
26,846
+1,073
+4% +$57.3K 0.42% 69
2026
Q1 		$1.25M Sell
25,773
-3,279
-11% -$162K 0.41% 73
2025
Q4 		$1.36M Sell
29,052
-3,837
-12% -$179K 0.48% 61
2025
Q3 		$1.52M Buy
32,889
+16,466
+100% +$738K 0.54% 51
2025
Q2 		$700K Buy
16,423
+4,486
+38% +$181K 0.26% 107
2025
Q1 		$487K Sell
11,937
-6,942
-37% -$306K 0.19% 129
2024
Q4 		$848K Buy
18,879
+1,235
+7% +$57.4K 0.32% 84
2024
Q3 		$803K Sell
17,644
-772
-4% -$33.9K 0.31% 87
2024
Q2 		$765K Sell
18,416
-2,788
-13% -$116K 0.32% 89
2024
Q1 		$904K Sell
21,204
-772
-4% -$31.9K 0.39% 74
2023
Q4 		$927K Buy
21,976
+7,458
+51% +$281K 0.43% 64
2023
Q3 		$528K Buy
14,518
+6,510
+81% +$254K 0.27% 90
2023
Q2 		$313K Sell
8,008
-36
-0.4% -$1.34K 0.15% 141
2023
Q1 		$304K Buy
8,044
+1,267
+19% +$49.5K 0.16% 129
2022
Q4 		$251K Buy
6,777
+2,374
+54% +$88.9K 0.14% 121
2022
Q3 		$154K Buy
4,403
+216
+5% +$8.18K 0.09% 161
2022
Q2 		$152K Buy
4,187
+3,394
+428% +$132K 0.09% 155
2022
Q1 		$33.7K Buy
+793
New +$33.4K 0.02% 306
2020
Q3 		– Sell
-4,630
Closed -$121K – 515
2020
Q2 		$121K Sell
4,630
-1,105
-19% -$27.1K 0.11% 138
2020
Q1 		$116K Hold
5,735
– – 0.12% 128
2019
Q4 		$187K Buy
+5,735
New +$179K 0.16% 115

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's SPSM Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.2% in Q2 2026, buying an estimated $57.3K and bringing the position to 26,846 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #69.

Global Financial Private Client first reported a position in SPSM in Q4 2019 and has held it in 21 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Global Financial Private Client held 26,846 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.55M as of Q2 2026.
  • Global Financial Private Client bought 1,073 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $57.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.42% of Global Financial Private Client's portfolio in Q2 2026, its #69 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.