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

Hantz Financial Services’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 		$26K Sell
447
-16
-3% -$854 ﹤0.01% 1862
2026
Q1 		$22K Buy
463
+441
+2,005% +$21.8K ﹤0.01% 1848
2025
Q4 		$1K Sell
22
-33
-60% -$1.54K ﹤0.01% 2358
2025
Q3 		$3K Buy
55
+22
+67% +$986 ﹤0.01% 2123
2025
Q2 		$1K Hold
33
– – ﹤0.01% 2132
2025
Q1 		$1K Hold
33
– – ﹤0.01% 1604
2024
Q4 		$1K Hold
33
– – ﹤0.01% 1063
2024
Q3 		$2K Hold
33
– – ﹤0.01% 979
2024
Q2 		$1K Hold
33
– – ﹤0.01% 1032
2024
Q1 		$1K Hold
33
– – ﹤0.01% 1165
2023
Q4 		$1K Sell
33
-100
-75% -$3.77K ﹤0.01% 1103
2023
Q3 		$5K Buy
133
+100
+303% +$3.9K ﹤0.01% 917
2023
Q2 		$1K Hold
33
– – ﹤0.01% 1057
2023
Q1 		$1K Sell
33
-1
-3% -$39 ﹤0.01% 1077
2022
Q4 		$1K Buy
34
+1
+3% +$37 ﹤0.01% 1046
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1036
2022
Q2 		$1K Hold
33
– – ﹤0.01% 1012
2022
Q1 		$1K Sell
33
-41
-55% -$1.73K ﹤0.01% 1002
2021
Q4 		$3K Buy
74
+41
+124% +$1.82K ﹤0.01% 802
2021
Q3 		$1K Hold
33
– – ﹤0.01% 802
2021
Q2 		$1K Buy
+33
New +$1.43K ﹤0.01% 795

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hantz Financial Services's SPSM Position: Q2 2026 in Review

Hantz Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.5% in Q2 2026, selling an estimated $854 and leaving 447 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Hantz Financial Services first reported a position in SPSM in Q2 2021 and has held it in 21 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Hantz Financial Services held 447 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $26K as of Q2 2026.
  • Hantz Financial Services sold 16 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $854.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1862 holding.
  • Hantz Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 21 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 Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.