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

JDM 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 Q1	$316K	Buy	6,537 +1	+0%	+$50	0.12%	53
2025 Q4	$306K	Sell	6,536 -128	-2%	-$5.97K	0.12%	53
2025 Q3	$309K	Buy	6,664 +1	+0%	+$45	0.13%	49
2025 Q2	$284K	Buy	6,663 +1	+0%	+$40	0.13%	48
2025 Q1	$272K	Sell	6,662 -133	-2%	-$5.86K	0.14%	48
2024 Q4	$305K	Buy	6,795 +2	+0%	+$93	0.16%	42
2024 Q3	$309K	Sell	6,793 -886	-12%	-$38.9K	0.17%	41
2024 Q2	$319K	Buy	7,679 +2	+0%	+$83	0.22%	35
2024 Q1	$330K	Buy	7,677 +1	+0%	+$41	0.24%	34
2023 Q4	$324K	Buy	7,676 +165	+2%	+$6.22K	0.27%	28
2023 Q3	$277K	Hold	7,511	–	–	0.26%	29
2023 Q2	$292K	Buy	7,511 +6	+0.1%	+$223	0.25%	29
2023 Q1	$283K	Sell	7,505 -606	-7%	-$23.7K	0.26%	29
2022 Q4	$300K	Buy	+8,111	New	+$304K	0.29%	25

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JDM Financial Group's SPSM Position: Q1 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q1 2026, buying an estimated $50 and bringing the position to 6,537 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #53.

JDM Financial Group first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $330K in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

JDM Financial Group held 6,537 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $316K as of Q1 2026.
JDM Financial Group bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q1 2026, an estimated $50.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of JDM Financial Group's portfolio in Q1 2026, its #53 holding.
JDM Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $330K in Q1 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.