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 Q2	$46.1K	Hold	800	–	–	﹤0.01%	699
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	–	1027
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 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

MCF Advisors's SPSM Position: Q2 2026 in Review

MCF Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 800 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

MCF Advisors first reported a position in SPSM in Q4 2018 and has held it in 8 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

MCF Advisors held 800 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $46.1K as of Q2 2026.
MCF Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #699 holding.
MCF Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 8 quarters since.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.