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

Meridian Financial’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	$3.88M	Buy	67,352 +1,056	+2%	+$56.4K	1.87%	15
2026 Q1	$3.2M	Buy	66,296 +1,574	+2%	+$77.9K	1.75%	15
2025 Q4	$3.03M	Sell	64,722 -929	-1%	-$43.3K	1.65%	16
2025 Q3	$3.04M	Buy	65,651 +581	+0.9%	+$26.1K	1.71%	16
2025 Q2	$2.77M	Buy	65,070 +862	+1%	+$34.8K	1.79%	15
2025 Q1	$2.62M	Buy	64,208 +2,298	+4%	+$101K	1.84%	14
2024 Q4	$2.78M	Buy	61,910 +566	+0.9%	+$26.3K	1.92%	14
2024 Q3	$2.79M	Buy	61,344 +1,628	+3%	+$71.5K	1.86%	14
2024 Q2	$2.48M	Buy	59,716 +2,451	+4%	+$102K	1.8%	15
2024 Q1	$2.46M	Buy	57,265 +5,213	+10%	+$215K	1.84%	14
2023 Q4	$2.2M	Buy	52,052 +5,269	+11%	+$199K	1.73%	15
2023 Q3	$1.73M	Buy	46,783 +2,374	+5%	+$92.5K	1.61%	16
2023 Q2	$1.72M	Buy	44,409 +15,377	+53%	+$572K	1.56%	18
2023 Q1	$1.1M	Buy	29,032 +8,338	+40%	+$326K	1.07%	25
2022 Q4	$765K	Buy	20,694 +469	+2%	+$17.6K	0.81%	29
2022 Q3	$689K	Buy	20,225 +7,309	+57%	+$277K	0.8%	28
2022 Q2	$465K	Buy	+12,916	New	+$501K	0.52%	44

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

Meridian Financial's SPSM Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, buying an estimated $56.4K and bringing the position to 67,352 shares worth $3.88M. The position accounts for 1.87% of the portfolio, ranked #15.

Meridian Financial first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Meridian Financial held 67,352 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.88M as of Q2 2026.
Meridian Financial bought 1,056 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $56.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.87% of Meridian Financial's portfolio in Q2 2026, its #15 holding.
Meridian Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.