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 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

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

MJT & Associates Financial Advisory's SPSM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 2,938 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #48.

MJT & Associates Financial Advisory first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

MJT & Associates Financial Advisory held 2,938 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $169K as of Q2 2026.
MJT & Associates Financial Advisory left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #48 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 6 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.