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 Q3	$2.99M	Buy	56,472 +5,860	+12%	+$330K	2.03%	12
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

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Midwest Financial Network's SPSM Position: Q3 2026 in Review

Midwest Financial Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q3 2026, buying an estimated $330K and bringing the position to 56,472 shares worth $2.99M. The position accounts for 2.03% of the portfolio, ranked #12.

Midwest Financial Network first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Midwest Financial Network held 56,472 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.99M as of Q3 2026.
Midwest Financial Network bought 5,860 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $330K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.03% of Midwest Financial Network's portfolio in Q3 2026, its #12 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 8 quarters since.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.