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

LifeSteps Financial’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	$66.5K	Buy	+1,153	New	+$61.6K	0.03%	187

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeSteps Financial's SPSM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 1,153 shares worth $66.5K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

490 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

LifeSteps Financial held 1,153 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $66.5K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new LifeSteps Financial position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #187 holding.
490 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.