Larson Financial Group’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 | $3.87M | Sell |
67,148
-19,272
| -22% | -$1.03M | 0.1% | 170 |
|
|
2026
Q1 | $4.18M | Sell |
86,420
-14,627
| -14% | -$724K | 0.13% | 136 |
|
|
2025
Q4 | $4.74M | Sell |
101,047
-8,639
| -8% | -$403K | 0.16% | 121 |
|
|
2025
Q3 | $5.08M | Sell |
109,686
-17,159
| -14% | -$769K | 0.18% | 112 |
|
|
2025
Q2 | $5.4M | Sell |
126,845
-21,479
| -14% | -$866K | 0.22% | 97 |
|
|
2025
Q1 | $6.05M | Sell |
148,324
-10,984
| -7% | -$484K | 0.29% | 70 |
|
|
2024
Q4 | $7.16M | Sell |
159,308
-9,316
| -6% | -$433K | 0.37% | 59 |
|
|
2024
Q3 | $7.67M | Sell |
168,624
-9,132
| -5% | -$401K | 0.44% | 48 |
|
|
2024
Q2 | $7.38M | Sell |
177,756
-7,355
| -4% | -$306K | 0.5% | 44 |
|
|
2024
Q1 | $7.97M | Sell |
185,111
-15,726
| -8% | -$650K | 0.62% | 35 |
|
|
2023
Q4 | $8.47M | Buy |
200,837
+6,482
| +3% | +$244K | 0.74% | 33 |
|
|
2023
Q3 | $7.17M | Sell |
194,355
-4,815
| -2% | -$188K | 0.71% | 31 |
|
|
2023
Q2 | $7.74M | Sell |
199,170
-2,521
| -1% | -$93.7K | 0.77% | 31 |
|
|
2023
Q1 | $7.62M | Sell |
201,691
-6,647
| -3% | -$260K | 0.83% | 28 |
|
|
2022
Q4 | $7.7M | Sell |
208,338
-28,219
| -12% | -$1.06M | 0.92% | 27 |
|
|
2022
Q3 | $8.06M | Sell |
236,557
-5,610
| -2% | -$212K | 1.15% | 19 |
|
|
2022
Q2 | $8.71M | Sell |
242,167
-4,200
| -2% | -$163K | 1.51% | 18 |
|
|
2022
Q1 | $10.4M | Buy |
246,367
+23,059
| +10% | +$971K | 1.66% | 17 |
|
|
2021
Q4 | $9.98M | Buy |
223,308
+18,092
| +9% | +$804K | 1.58% | 18 |
|
|
2021
Q3 | $8.74M | Buy |
205,216
+14,177
| +7% | +$607K | 1.73% | 19 |
|
|
2021
Q2 | $8.39M | Buy |
191,039
+14,661
| +8% | +$637K | 1.95% | 16 |
|
|
2021
Q1 | $7.46M | Sell |
176,378
-16,046
| -8% | -$654K | 2.2% | 13 |
|
|
2020
Q4 | $6.89M | Sell |
192,424
-17,321
| -8% | -$555K | 2.34% | 12 |
|
|
2020
Q3 | $5.74M | Sell |
209,745
-73,621
| -26% | -$2.05M | 2.36% | 13 |
|
|
2020
Q2 | $7.53M | Buy |
283,366
+11,899
| +4% | +$292K | 3.58% | 6 |
|
|
2020
Q1 | $5.93M | Buy |
271,467
+99,478
| +58% | +$2.88M | 3.71% | 9 |
|
|
2019
Q4 | $5.61M | Buy |
171,989
+12,850
| +8% | +$401K | 3.23% | 10 |
|
|
2019
Q3 | $4.77M | Buy |
159,139
+6,195
| +4% | +$187K | 3.12% | 10 |
|
|
2019
Q2 | $4.69M | Buy |
152,944
+14,268
| +10% | +$434K | 3.48% | 10 |
|
|
2019
Q1 | $4.19M | Buy |
138,676
+17,199
| +14% | +$511K | 3.32% | 10 |
|
|
2018
Q4 | $3.2M | Buy |
121,477
+28,784
| +31% | +$849K | 2.96% | 10 |
|
|
2018
Q3 | $3.08M | Sell |
92,693
-5,807
| -6% | -$193K | 3.52% | 10 |
|
|
2018
Q2 | $3.18M | Sell |
98,500
-3,212
| -3% | -$101K | 3.66% | 9 |
|
|
2018
Q1 | $3.04M | Buy |
101,712
+88,039
| +644% | +$2.68M | 3.57% | 9 |
|
|
2017
Q4 | $412K | Buy |
+13,673
| New | +$405K | 0.35% | 47 |
|
Other funds holding SPSM
VA
CCWA
Larson Financial Group's SPSM Position: Q2 2026 in Review
Larson Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q2 2026, selling an estimated $1.03M and leaving 67,148 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #170.
Larson Financial Group first reported a position in SPSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.4M in Q1 2022. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Larson Financial Group held 67,148 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.87M as of Q2 2026.
- Larson Financial Group sold 19,272 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.03M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Larson Financial Group's portfolio in Q2 2026, its #170 holding.
- Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Larson Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.4M in Q1 2022.
- 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.