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

Independent Financial Group’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	$1.05M	Sell	18,222 -1,076	-6%	-$57.5K	0.02%	666
2026 Q1	$932K	Buy	19,298 +754	+4%	+$37.3K	0.02%	653
2025 Q4	$869K	Sell	18,544 -18,395	-50%	-$858K	0.02%	674
2025 Q3	$1.71M	Buy	36,939 +2,790	+8%	+$125K	0.04%	434
2025 Q2	$1.45M	Sell	34,149 -6,122	-15%	-$247K	0.04%	431
2025 Q1	$1.64M	Sell	40,271 -10,026	-20%	-$442K	0.06%	337
2024 Q4	$2.26M	Buy	50,297 +7,908	+19%	+$368K	0.08%	261
2024 Q3	$1.93M	Buy	42,389 +6,201	+17%	+$272K	0.07%	275
2024 Q2	$1.5M	Buy	36,188 +5,752	+19%	+$240K	0.06%	294
2024 Q1	$1.31M	Buy	30,436 +12,080	+66%	+$499K	0.06%	316
2023 Q4	$774K	Buy	18,356 +11,398	+164%	+$429K	0.04%	430
2023 Q3	$257K	Buy	6,958 +160	+2%	+$6.23K	0.02%	727
2023 Q2	$264K	Buy	+6,798	New	+$253K	0.02%	692

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

Independent Financial Group's SPSM Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q2 2026, selling an estimated $57.5K and leaving 18,222 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #666.

Independent Financial Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.26M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Independent Financial Group held 18,222 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.05M as of Q2 2026.
Independent Financial Group sold 1,076 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $57.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #666 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.26M in Q4 2024.
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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.