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
2026 Q2	$321K	Buy	5,562 +21	+0.4%	+$1.12K	0.02%	462
2026 Q1	$268K	Buy	5,541 +254	+5%	+$12.6K	0.02%	475
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 $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

Main Street Financial Solutions's SPSM Position: Q2 2026 in Review

Main Street Financial Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.38% in Q2 2026, buying an estimated $1.12K and bringing the position to 5,562 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #462.

Main Street Financial Solutions first reported a position in SPSM in Q2 2023 and has held it in 5 quarters since. The position peaked at $360K in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Main Street Financial Solutions held 5,562 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $321K as of Q2 2026.
Main Street Financial Solutions 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 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #462 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 5 quarters since.
Main Street Financial Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $360K in Q2 2023.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.