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

Howard 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 		$481K Buy
8,338
+16
+0.2% +$854 0.05% 150
2026
Q1 		$402K Buy
8,322
+16
+0.2% +$792 0.05% 148
2025
Q4 		$389K Buy
8,306
+3,811
+85% +$178K 0.05% 134
2025
Q3 		$208K Buy
+4,495
New +$202K 0.03% 182

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Howard Financial Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q2 2026, buying an estimated $854 and bringing the position to 8,338 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #150.

Howard Financial Services first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Howard Financial Services held 8,338 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $481K as of Q2 2026.
  • Howard Financial Services bought 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 0.05% of Howard Financial Services's portfolio in Q2 2026, its #150 holding.
  • Howard Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.