MMA Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MMA Asset Management’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	$544K	Buy	9,436 +66	+0.7%	+$3.52K	0.17%	107
2026 Q1	$453K	Buy	9,370 +1,675	+22%	+$82.9K	0.16%	116
2025 Q4	$361K	Sell	7,695 -5,448	-41%	-$254K	0.13%	136
2025 Q3	$609K	Buy	13,143 +7,155	+119%	+$321K	0.2%	95
2025 Q2	$255K	Buy	5,988 +45	+0.8%	+$1.81K	0.1%	148
2025 Q1	$242K	Buy	+5,943	New	+$262K	0.1%	119
2024 Q2	–	Sell	-2,857	Closed	-$123K	–	230
2024 Q1	$123K	Buy	+2,857	New	+$118K	0.06%	128

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMA Asset Management's SPSM Position: Q2 2026 in Review

MMA Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.7% in Q2 2026, buying an estimated $3.52K and bringing the position to 9,436 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #107.

MMA Asset Management first reported a position in SPSM in Q1 2024 and has held it in 7 quarters since. The position peaked at $609K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

MMA Asset Management held 9,436 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $544K as of Q2 2026.
MMA Asset Management bought 66 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.52K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of MMA Asset Management's portfolio in Q2 2026, its #107 holding.
MMA Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 7 quarters since.
MMA Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $609K in Q3 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.