Kraft Davis & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kraft Davis & Associates’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 Q3	$259K	Buy	4,890 +70	+1%	+$3.94K	0.05%	125
2026 Q2	$269K	Buy	4,820 +21	+0.4%	+$1.12K	0.06%	127
2026 Q1	$256K	Buy	+4,799	New	+$238K	0.05%	129

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Kraft Davis & Associates's SPSM Position: Q3 2026 in Review

Kraft Davis & Associates increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.5% in Q3 2026, buying an estimated $3.94K and bringing the position to 4,890 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #125.

Kraft Davis & Associates first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $269K in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Kraft Davis & Associates held 4,890 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $259K as of Q3 2026.
Kraft Davis & Associates bought 70 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $3.94K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Kraft Davis & Associates's portfolio in Q3 2026, its #125 holding.
Kraft Davis & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
Kraft Davis & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $269K in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.