MJT & Associates Financial Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MJT & Associates Financial Advisory’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	$155K	Hold	2,938	–	–	0.1%	44
2026 Q2	$169K	Hold	2,938	–	–	0.11%	48
2026 Q1	$142K	Hold	2,938	–	–	0.1%	53
2025 Q4	$138K	Hold	2,938	–	–	0.1%	51
2025 Q3	$136K	Sell	2,938 -991	-25%	-$44.4K	0.11%	49
2025 Q2	$167K	Hold	3,929	–	–	0.21%	47
2025 Q1	$160K	Buy	+3,929	New	+$173K	0.15%	56

Other funds holding SPSM

PWA

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

AWM

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

MJT & Associates Financial Advisory's SPSM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 2,938 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #44.

MJT & Associates Financial Advisory first reported a position in SPSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $169K in Q2 2026. 59 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

MJT & Associates Financial Advisory held 2,938 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $155K as of Q3 2026.
MJT & Associates Financial Advisory left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #44 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $169K in Q2 2026.
59 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.