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

Millington Financial Advisors’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 		$8.72M Buy
153,627
+3,612
+2% +$193K 3.43% 7
2026
Q1 		$7.97M Buy
150,015
+6,232
+4% +$308K 3.35% 8
2025
Q4 		$7.39M Sell
143,783
-1,398
-1% -$65.2K 3.28% 8
2025
Q3 		$6.59M Sell
145,181
-970
-0.7% -$43.5K 3.2% 8
2025
Q2 		$6.5M Buy
146,151
+22,557
+18% +$910K 3.28% 7
2025
Q1 		$4.6M Sell
123,594
-3,894
-3% -$172K 2.82% 9
2024
Q4 		$5.81M Buy
127,488
+12,005
+10% +$558K 3.37% 8
2024
Q3 		$5.26M Buy
115,483
+12,901
+13% +$567K 3.28% 7
2024
Q2 		$4.26M Sell
102,582
-1,052
-1% -$43.8K 2.96% 10
2024
Q1 		$4.46M Buy
103,634
+4,724
+5% +$195K 3.18% 10
2023
Q4 		$4.17M Buy
98,910
+5,398
+6% +$203K 3.34% 8
2023
Q3 		$3.45M Buy
93,512
+2,228
+2% +$86.8K 3.09% 9
2023
Q2 		$3.55M Sell
91,284
-3,185
-3% -$118K 3.15% 8
2023
Q1 		$3.57M Buy
94,469
+32
+0% +$1.25K 3.3% 8
2022
Q4 		$3.49M Buy
+94,437
New +$3.54M 3.41% 7

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millington Financial Advisors's SPSM Position: Q2 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.4% in Q2 2026, buying an estimated $193K and bringing the position to 153,627 shares worth $8.72M. The position accounts for 3.43% of the portfolio, ranked #7.

Millington Financial Advisors first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Millington Financial Advisors held 153,627 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.72M as of Q2 2026.
  • Millington Financial Advisors bought 3,612 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $193K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.43% of Millington Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.