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

Main Street Financial Solutions’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
2025 Q4	$248K	Buy	+5,287	New	+$247K	0.02%	474
2023 Q4	–	Sell	-9,166	Closed	-$338K	–	489
2023 Q3	$338K	Sell	9,166 -100	-1%	-$3.9K	0.05%	318
2023 Q2	$360K	Buy	+9,266	New	+$344K	0.05%	317

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

Main Street Financial Solutions's SPSM Position: Q4 2025 in Review

Main Street Financial Solutions opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025: 5,287 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings. This is a return to the name: Main Street Financial Solutions previously reported a position in SPSM as recently as Q3 2023.

Main Street Financial Solutions first reported a position in SPSM in Q2 2023 and has held it in 3 quarters since. The position peaked at $360K in Q2 2023. 977 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Main Street Financial Solutions held 5,287 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $248K as of Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Main Street Financial Solutions position in Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #474 holding.
Main Street Financial Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 3 quarters since.
Main Street Financial Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $360K in Q2 2023.
977 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.