Harmony Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Harmony Asset Management’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	$457K	Hold	7,920	–	–	0.12%	137
2026 Q1	$383K	Hold	7,920	–	–	0.12%	139
2025 Q4	$371K	Sell	7,920 -210	-3%	-$9.79K	0.12%	130
2025 Q3	$377K	Buy	8,130 +200	+3%	+$8.97K	0.13%	126
2025 Q2	$338K	Hold	7,930	–	–	0.13%	131
2025 Q1	$323K	Sell	7,930 -935	-11%	-$41.2K	0.14%	130
2024 Q4	$398K	Buy	8,865 +1,700	+24%	+$79.1K	0.16%	113
2024 Q3	$326K	Sell	7,165 -625	-8%	-$27.5K	0.12%	130
2024 Q2	$324K	Sell	7,790 -600	-7%	-$25K	0.14%	120
2024 Q1	$361K	Sell	8,390 -200	-2%	-$8.27K	0.15%	110
2023 Q4	$362K	Buy	+8,590	New	+$324K	0.15%	97

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

Harmony Asset Management's SPSM Position: Q2 2026 in Review

Harmony Asset Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 7,920 shares worth $457K. The position accounts for 0.12% of the portfolio, ranked #137.

Harmony Asset Management first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Harmony Asset Management held 7,920 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $457K as of Q2 2026.
Harmony Asset Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Harmony Asset Management's portfolio in Q2 2026, its #137 holding.
Harmony Asset Management 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.
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 Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.