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 Q3	$1.49M	Buy	28,177 +1,331	+5%	+$74.9K	0.41%	67
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Global Financial Private Client's SPSM Position: Q3 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q3 2026, buying an estimated $74.9K and bringing the position to 28,177 shares worth $1.49M. The position accounts for 0.41% of the portfolio, ranked #67.

Global Financial Private Client first reported a position in SPSM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.55M in Q2 2026. 604 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Global Financial Private Client held 28,177 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.49M as of Q3 2026.
Global Financial Private Client bought 1,331 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $74.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.41% of Global Financial Private Client's portfolio in Q3 2026, its #67 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 22 quarters since.
Global Financial Private Client's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.55M in Q2 2026.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.