Graney & King’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Graney & King’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	$669K	Buy	11,608 +1,017	+10%	+$54.3K	0.24%	38
2026 Q1	$512K	Buy	10,591 +54	+0.5%	+$2.67K	0.28%	40
2025 Q4	$494K	Buy	10,537 +23	+0.2%	+$1.07K	0.29%	40
2025 Q3	$487K	Buy	10,514 +4	+0%	+$179	0.34%	39
2025 Q2	$448K	Buy	10,510 +31	+0.3%	+$1.25K	0.3%	38
2025 Q1	$427K	Buy	10,479 +4	+0%	+$176	0.32%	39
2024 Q4	$471K	Buy	+10,475	New	+$487K	0.36%	37

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

Graney & King's SPSM Position: Q2 2026 in Review

Graney & King increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.6% in Q2 2026, buying an estimated $54.3K and bringing the position to 11,608 shares worth $669K. The position accounts for 0.24% of the portfolio, ranked #38.

Graney & King first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Graney & King held 11,608 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $669K as of Q2 2026.
Graney & King bought 1,017 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $54.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.24% of Graney & King's portfolio in Q2 2026, its #38 holding.
Graney & King first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.