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JFS Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

JFS Wealth Advisors’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 		$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

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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

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. 342 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.
  • 342 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.