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

Lockerman Financial Group’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	$981K	Buy	17,013 +699	+4%	+$37.3K	1.5%	17
2026 Q1	$788K	Sell	16,314 -2,716	-14%	-$134K	1.42%	18
2025 Q4	$892K	Sell	19,030 -4,566	-19%	-$213K	1.71%	15
2025 Q3	$1.09M	Buy	23,596 +10,335	+78%	+$463K	1.38%	15
2025 Q2	$565K	Buy	13,261 +6,068	+84%	+$245K	0.76%	30
2025 Q1	$293K	Buy	7,193 +415	+6%	+$18.3K	0.44%	78
2024 Q4	$304K	Buy	6,778 +251	+4%	+$11.7K	0.52%	66
2024 Q3	$297K	Sell	6,527 -314	-5%	-$13.8K	0.5%	71
2024 Q2	$284K	Sell	6,841 -1,268	-16%	-$52.8K	0.52%	72
2024 Q1	$349K	Buy	8,109 +310	+4%	+$12.8K	0.67%	45
2023 Q4	$329K	Buy	7,799 +1,708	+28%	+$64.4K	0.76%	42
2023 Q3	$225K	Buy	+6,091	New	+$237K	0.6%	66

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lockerman Financial Group's SPSM Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.3% in Q2 2026, buying an estimated $37.3K and bringing the position to 17,013 shares worth $981K. The position accounts for 1.5% of the portfolio, ranked #17.

Lockerman Financial Group first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Lockerman Financial Group held 17,013 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $981K as of Q2 2026.
Lockerman Financial Group bought 699 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.5% of Lockerman Financial Group's portfolio in Q2 2026, its #17 holding.
Lockerman Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
Lockerman Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.09M in Q3 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.