JFS Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $77K | Buy |
1,335
+2
| +0.2% | +$107 | ﹤0.01% | 467 |
|
|
2026
Q1 | $64.4K | Sell |
1,333
-226
| -14% | -$11.2K | ﹤0.01% | 472 |
|
|
2025
Q4 | $73.1K | Buy |
1,559
+127
| +9% | +$5.92K | ﹤0.01% | 456 |
|
|
2025
Q3 | $66.4K | Buy |
1,432
+77
| +6% | +$3.45K | ﹤0.01% | 462 |
|
|
2025
Q2 | $57.7K | Buy |
1,355
+83
| +7% | +$3.35K | ﹤0.01% | 451 |
|
|
2025
Q1 | $51.8K | Buy |
1,272
+9
| +0.7% | +$396 | ﹤0.01% | 462 |
|
|
2024
Q4 | $56.7K | Sell |
1,263
-351
| -22% | -$16.3K | ﹤0.01% | 442 |
|
|
2024
Q3 | $73.5K | Buy |
1,614
+2
| +0.1% | +$88 | ﹤0.01% | 408 |
|
|
2024
Q2 | $67K | Buy |
1,612
+301
| +23% | +$12.5K | 0.01% | 378 |
|
|
2024
Q1 | $56.4K | Buy |
1,311
+231
| +21% | +$9.55K | ﹤0.01% | 408 |
|
|
2023
Q4 | $45.6K | Sell |
1,080
-346
| -24% | -$13K | ﹤0.01% | 417 |
|
|
2023
Q3 | $52.6K | Sell |
1,426
-721
| -34% | -$28.1K | 0.01% | 371 |
|
|
2023
Q2 | $83.4K | Buy |
2,147
+1
| +0% | +$37 | 0.01% | 298 |
|
|
2023
Q1 | $81K | Buy |
2,146
+1
| +0% | +$39 | 0.01% | 306 |
|
|
2022
Q4 | $79.3K | Buy |
2,145
+1
| +0% | +$37 | 0.01% | 311 |
|
|
2022
Q3 | $73K | Buy |
2,144
+1
| +0% | +$38 | 0.01% | 319 |
|
|
2022
Q2 | $77K | Buy |
2,143
+723
| +51% | +$28.1K | 0.01% | 324 |
|
|
2022
Q1 | $60K | Hold |
1,420
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $63K | Hold |
1,420
| – | – | 0.01% | 383 |
|
|
2021
Q3 | $60K | Sell |
1,420
-1,624
| -53% | -$69.6K | 0.01% | 389 |
|
|
2021
Q2 | $133K | Buy |
3,044
+1
| +0% | +$43 | 0.02% | 197 |
|
|
2021
Q1 | $129K | Buy |
3,043
+1
| +0% | +$41 | 0.03% | 171 |
|
|
2020
Q4 | $109K | Buy |
3,042
+36
| +1% | +$1.15K | 0.02% | 186 |
|
|
2020
Q3 | $82K | Sell |
3,006
-98
| -3% | -$2.73K | 0.02% | 192 |
|
|
2020
Q2 | $82K | Buy |
3,104
+29
| +0.9% | +$713 | 0.02% | 195 |
|
|
2020
Q1 | $67K | Buy |
3,075
+535
| +21% | +$15.5K | 0.02% | 202 |
|
|
2019
Q4 | $83K | Buy |
2,540
+97
| +4% | +$3.03K | 0.02% | 207 |
|
|
2019
Q3 | $74K | Buy |
2,443
+1
| +0% | +$30 | 0.02% | 213 |
|
|
2019
Q2 | $75K | Buy |
2,442
+2
| +0.1% | +$61 | 0.02% | 211 |
|
|
2019
Q1 | $74K | Buy |
2,440
+133
| +6% | +$3.95K | 0.02% | 203 |
|
|
2018
Q4 | $61K | Buy |
2,307
+1
| +0% | +$29 | 0.02% | 210 |
|
|
2018
Q3 | $77K | Buy |
2,306
+563
| +32% | +$18.7K | 0.02% | 216 |
|
|
2018
Q2 | $56K | Buy |
1,743
+120
| +7% | +$3.78K | 0.01% | 235 |
|
|
2018
Q1 | $49K | Hold |
1,623
| – | – | 0.01% | 247 |
|
|
2017
Q4 | $49K | Hold |
1,623
| – | – | 0.01% | 256 |
|
|
2017
Q3 | $47K | Buy |
+1,623
| New | +$45K | 0.01% | 248 |
|
Other funds holding SPSM
VA
CCWA
JFS Wealth Advisors's SPSM Position: Q2 2026 in Review
JFS Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.15% in Q2 2026, buying an estimated $107 and bringing the position to 1,335 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #467.
JFS Wealth Advisors first reported a position in SPSM in Q3 2017 and has held it in 36 quarters since. The position peaked at $133K in Q2 2021. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- JFS Wealth Advisors held 1,335 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $77K as of Q2 2026.
- JFS Wealth Advisors bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #467 holding.
- JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2017 and has held it in 36 quarters since.
- JFS Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $133K in Q2 2021.
- 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.