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

Hopwood 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	$391K	Sell	6,778 -52	-0.8%	-$2.78K	0.23%	52
2026 Q1	$330K	Sell	6,830 -384	-5%	-$19K	0.22%	59
2025 Q4	$338K	Buy	7,214 +7	+0.1%	+$326	0.24%	59
2025 Q3	$334K	Buy	7,207 +170	+2%	+$7.62K	0.22%	61
2025 Q2	$300K	Sell	7,037 -56	-0.8%	-$2.26K	0.23%	60
2025 Q1	$289K	Sell	7,093 -86	-1%	-$3.79K	0.22%	62
2024 Q4	$322K	Buy	+7,179	New	+$334K	0.24%	54

Other funds holding SPSM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Hopwood Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.76% in Q2 2026, selling an estimated $2.78K and leaving 6,778 shares worth $391K. The position accounts for 0.23% of the portfolio, ranked #52.

Hopwood Financial Services first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Hopwood Financial Services held 6,778 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $391K as of Q2 2026.
Hopwood Financial Services sold 52 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.78K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.23% of Hopwood Financial Services's portfolio in Q2 2026, its #52 holding.
Hopwood Financial Services 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.
516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.