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

Nations Financial Group’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 		$769K Buy
13,336
+64
+0.5% +$3.42K 0.04% 448
2026
Q1 		$641K Buy
13,272
+1,281
+11% +$63.4K 0.03% 487
2025
Q4 		$562K Buy
+11,991
New +$559K 0.03% 495
2024
Q3 		– Sell
-7,453
Closed -$310K – 693
2024
Q2 		$310K Sell
7,453
-4,836
-39% -$202K 0.03% 524
2024
Q1 		$529K Buy
+12,289
New +$508K 0.04% 402

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
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

Nations Financial Group's SPSM Position: Q2 2026 in Review

Nations Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.48% in Q2 2026, buying an estimated $3.42K and bringing the position to 13,336 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #448.

Nations Financial Group first reported a position in SPSM in Q1 2024 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Nations Financial Group held 13,336 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $769K as of Q2 2026.
  • Nations Financial Group bought 64 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.42K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #448 holding.
  • Nations Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.