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

Hughes 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 Q3	$3.99M	Sell	72,217 -873	-1%	-$49.1K	0.51%	25
2026 Q2	$4.22M	Sell	73,090 -3,625	-5%	-$194K	0.56%	22
2026 Q1	$3.71M	Sell	76,715 -2,091	-3%	-$104K	0.57%	22
2025 Q4	$3.69M	Sell	78,806 -993	-1%	-$46.3K	0.58%	22
2025 Q3	$3.71M	Sell	79,799 -6,650	-8%	-$298K	0.59%	21
2025 Q2	$3.73M	Sell	86,449 -516,256	-86%	-$20.8M	0.64%	21
2025 Q1	$24.6M	Sell	602,705 -8,599	-1%	-$379K	4.82%	7
2024 Q4	$27.5M	Buy	+611,304	New	+$28.4M	5.64%	7

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Hughes Financial Services's SPSM Position: Q3 2026 in Review

Hughes Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q3 2026, selling an estimated $49.1K and leaving 72,217 shares worth $3.99M. The position accounts for 0.51% of the portfolio, ranked #25.

Hughes Financial Services first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $27.5M in Q4 2024. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Hughes Financial Services held 72,217 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.99M as of Q3 2026.
Hughes Financial Services sold 873 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $49.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.51% of Hughes Financial Services's portfolio in Q3 2026, its #25 holding.
Hughes 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 8 quarters since.
Hughes Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $27.5M in Q4 2024.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.