MFA Wealth Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MFA Wealth Services’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 Q3	$704K	Sell	13,314 -6	-0%	-$338	0.42%	62
2026 Q2	$768K	Sell	13,320 -31	-0.2%	-$1.66K	0.46%	62
2026 Q1	$645K	Sell	13,351 -22,188	-62%	-$1.1M	0.43%	67
2025 Q4	$1.67M	Sell	35,539 -642	-2%	-$29.9K	1.13%	20
2025 Q3	$1.68M	Sell	36,181 -1,325	-4%	-$59.4K	1.16%	20
2025 Q2	$1.6M	Sell	37,506 -6,823	-15%	-$275K	1.2%	21
2025 Q1	$1.81M	Sell	44,329 -20,997	-32%	-$925K	1.49%	19
2024 Q4	$2.93M	Buy	+65,326	New	+$3.04M	2.35%	8

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

MFA Wealth Services's SPSM Position: Q3 2026 in Review

MFA Wealth Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.05% in Q3 2026, selling an estimated $338 and leaving 13,314 shares worth $704K. The position accounts for 0.42% of the portfolio, ranked #62.

MFA Wealth Services first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q4 2024. 262 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

MFA Wealth Services held 13,314 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $704K as of Q3 2026.
MFA Wealth Services sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $338.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.42% of MFA Wealth Services's portfolio in Q3 2026, its #62 holding.
MFA Wealth Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.93M in Q4 2024.
262 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.