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

Midwest Financial Network’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 		$2.92M Buy
50,612
+1,545
+3% +$82.5K 1.99% 14
2026
Q1 		$2.37M Buy
49,067
+33,013
+206% +$1.63M 1.88% 17
2025
Q4 		$752K Buy
16,054
+7,045
+78% +$329K 0.58% 48
2025
Q3 		$417K Buy
9,009
+2,210
+33% +$99.1K 0.34% 51
2025
Q2 		$290K Sell
6,799
-4,601
-40% -$186K 0.29% 54
2025
Q1 		$465K Buy
11,400
+942
+9% +$41.5K 0.46% 43
2024
Q4 		$470K Buy
+10,458
New +$486K 0.49% 42

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
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

Midwest Financial Network's SPSM Position: Q2 2026 in Review

Midwest Financial Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.1% in Q2 2026, buying an estimated $82.5K and bringing the position to 50,612 shares worth $2.92M. The position accounts for 1.99% of the portfolio, ranked #14.

Midwest Financial Network first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Midwest Financial Network held 50,612 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.92M as of Q2 2026.
  • Midwest Financial Network bought 1,545 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $82.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.99% of Midwest Financial Network's portfolio in Q2 2026, its #14 holding.
  • Midwest Financial Network 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.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.