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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
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

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kraft Davis & Associates's SPSM Position: Q2 2026 in Review

Kraft Davis & Associates increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.44% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,820 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #127.

Kraft Davis & Associates first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Kraft Davis & Associates held 4,820 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $269K as of Q2 2026.
  • Kraft Davis & Associates bought 21 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.12K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Kraft Davis & Associates's portfolio in Q2 2026, its #127 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 2 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.