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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFA Wealth Services's SPSM Position: Q2 2026 in Review

MFA Wealth Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.23% in Q2 2026, selling an estimated $1.66K and leaving 13,320 shares worth $768K. The position accounts for 0.46% of the portfolio, ranked #62.

MFA Wealth Services first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2024. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

MFA Wealth Services held 13,320 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $768K as of Q2 2026.
MFA Wealth Services sold 31 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.66K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.46% of MFA Wealth Services's portfolio in Q2 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 7 quarters since.
MFA Wealth Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.93M in Q4 2024.
265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.