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

McClarren Financial Advisors’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 		$618K Sell
10,713
-1,418
-12% -$75.7K 0.32% 47
2026
Q1 		$586K Buy
12,131
+6,895
+132% +$341K 0.35% 47
2025
Q4 		$576K Sell
5,236
-3,276
-38% -$153K 0.34% 45
2025
Q3 		$584K Sell
8,512
-4,667
-35% -$209K 0.36% 45
2025
Q2 		$561K Buy
13,179
+4,132
+46% +$167K 0.37% 45
2025
Q1 		$534K Sell
9,047
-3,946
-30% -$174K 0.35% 45
2024
Q4 		$583K Buy
12,993
+3,175
+32% +$148K 1.64% 11
2024
Q3 		$23.6M Buy
9,818
+8,739
+810% +$384K 2.97% 8
2024
Q2 		$648K Sell
1,079
-17,986
-94% -$749K 0.45% 41
2024
Q1 		$821K Buy
19,065
+74
+0.4% +$3.06K 0.59% 29
2023
Q4 		$801K Buy
18,991
+39
+0.2% +$1.47K 0.61% 29
2023
Q3 		$697K Buy
18,952
+18
+0.1% +$701 0.61% 25
2023
Q2 		$735K Buy
18,934
+264
+1% +$9.81K 0.61% 25
2023
Q1 		$689K Sell
18,670
-369
-2% -$14.4K 0.63% 26
2022
Q4 		$703K Sell
19,039
-59
-0.3% -$2.21K 0.67% 24
2022
Q3 		$650K Buy
+19,098
New +$723K 0.65% 24
2022
Q2 		– Sell
-23,029
Closed -$966K – 234
2022
Q1 		$966K Sell
23,029
-305
-1% -$12.8K 0.7% 24
2021
Q4 		$1.04M Sell
23,334
-896
-4% -$39.8K 0.71% 24
2021
Q3 		$1.03M Buy
24,230
+433
+2% +$18.6K 0.8% 21
2021
Q2 		$1.04M Buy
23,797
+2,144
+10% +$93.1K 0.85% 20
2021
Q1 		$915K Sell
21,653
-458
-2% -$18.7K 0.82% 21
2020
Q4 		$790K Buy
+22,111
New +$708K 0.76% 23

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McClarren Financial Advisors's SPSM Position: Q2 2026 in Review

McClarren Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $75.7K and leaving 10,713 shares worth $618K. The position accounts for 0.32% of the portfolio, ranked #47.

McClarren Financial Advisors first reported a position in SPSM in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.6M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • McClarren Financial Advisors held 10,713 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $618K as of Q2 2026.
  • McClarren Financial Advisors sold 1,418 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $75.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.32% of McClarren Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.6M in Q3 2024.
  • 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 McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.