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

MCF 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
Q1 		$38.7K Hold
800
– – ﹤0.01% 658
2025
Q4 		$37.5K Buy
+800
New +$37.3K ﹤0.01% 565
2024
Q1 		– Sell
-825
Closed -$34.8K – 1029
2023
Q4 		$34.8K Buy
+825
New +$31.1K ﹤0.01% 426
2019
Q4 		– Sell
-343
Closed -$10K – 473
2019
Q3 		$10K Hold
343
– – ﹤0.01% 366
2019
Q2 		$11K Buy
343
+25
+8% +$760 ﹤0.01% 350
2019
Q1 		$10K Buy
318
+34
+12% +$1.01K ﹤0.01% 347
2018
Q4 		$7K Buy
+284
New +$8.38K ﹤0.01% 379

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return