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

Kelly 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 Q2	$454K	Buy	+7,868	New	+$420K	0.1%	78
2026 Q1	–	Sell	-4,559	Closed	-$214K	–	137
2025 Q4	$214K	Sell	4,559 -1,744	-28%	-$81.3K	0.05%	115
2025 Q3	$292K	Buy	+6,303	New	+$283K	0.08%	90
2025 Q1	–	Sell	-6,779	Closed	-$305K	–	130
2024 Q4	$305K	Sell	6,779 -5,190	-43%	-$241K	0.11%	82
2024 Q3	$545K	Sell	11,969 -2,677	-18%	-$118K	0.2%	59
2024 Q2	$608K	Sell	14,646 -4,698	-24%	-$196K	0.22%	55
2024 Q1	$833K	Sell	19,344 -1,887	-9%	-$78K	0.32%	47
2023 Q4	$896K	Sell	21,231 -6,369	-23%	-$240K	0.36%	39
2023 Q3	$1.02M	Buy	27,600 +15,899	+136%	+$619K	0.47%	37
2023 Q2	$454K	Sell	11,701 -5,999	-34%	-$223K	0.22%	56
2023 Q1	$669K	Buy	17,700 +14,176	+402%	+$553K	0.34%	37
2022 Q4	$130K	Sell	3,524 -4,193	-54%	-$157K	0.07%	107
2022 Q3	$263K	Sell	7,717 -5,772	-43%	-$218K	0.15%	67
2022 Q2	$485K	Buy	13,489 +6,594	+96%	+$256K	0.25%	49
2022 Q1	$290K	Buy	6,895 +2,351	+52%	+$99K	0.13%	66
2021 Q4	$203K	Buy	4,544 +1,368	+43%	+$60.8K	0.09%	77
2021 Q3	$135K	Sell	3,176 -25,249	-89%	-$1.08M	0.08%	86
2021 Q2	$647K	Buy	28,425 +27,818	+4,583%	+$1.21M	0.03%	152
2021 Q1	$25.7K	Buy	607 +1	+0.2%	+$41	0.02%	191
2020 Q4	$21.7K	Buy	606 +3	+0.5%	+$96	0.01%	184
2020 Q3	$16.5K	Buy	+603	New	+$16.8K	0.01%	196

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Kelly Financial Services's SPSM Position: Q2 2026 in Review

Kelly Financial Services opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 7,868 shares worth $454K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in SPSM as recently as Q4 2025.

Kelly Financial Services first reported a position in SPSM in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.02M in Q3 2023. 580 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Kelly Financial Services held 7,868 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $454K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Kelly Financial Services position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #78 holding.
Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 21 quarters since.
Kelly Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.02M in Q3 2023.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.