Higgins & Schmidt Wealth Strategies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$1.8M	Sell	31,184 -697	-2%	-$37.2K	0.74%	19
2026 Q1	$1.54M	Sell	31,881 -1,900	-6%	-$94.1K	0.7%	21
2025 Q4	$1.58M	Sell	33,781 -59	-0.2%	-$2.75K	0.75%	21
2025 Q3	$1.57M	Sell	33,840 -567	-2%	-$25.4K	0.79%	20
2025 Q2	$1.47M	Sell	34,407 -3,405	-9%	-$137K	0.81%	19
2025 Q1	$1.54M	Sell	37,812 -621	-2%	-$27.4K	0.91%	18
2024 Q4	$1.73M	Sell	38,433 -72,117	-65%	-$3.35M	1.08%	16
2024 Q3	$5.03M	Buy	110,550 +4,019	+4%	+$177K	3.25%	11
2024 Q2	$4.42M	Buy	106,531 +3,279	+3%	+$137K	3.19%	11
2024 Q1	$4.44M	Buy	103,252 +1,369	+1%	+$56.6K	3.28%	11
2023 Q4	$4.3M	Buy	+101,883	New	+$3.84M	3.46%	11

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Higgins & Schmidt Wealth Strategies's SPSM Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q2 2026, selling an estimated $37.2K and leaving 31,184 shares worth $1.8M. The position accounts for 0.74% of the portfolio, ranked #19.

Higgins & Schmidt Wealth Strategies first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q3 2024. 526 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 31,184 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.8M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 697 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.74% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #19 holding.
Higgins & Schmidt Wealth Strategies 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.
Higgins & Schmidt Wealth Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.03M in Q3 2024.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.