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

Pacific Sun Financial’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	$519K	Sell	8,992 -3,306	-27%	-$177K	0.21%	134
2026 Q1	$594K	Buy	12,298 +71	+0.6%	+$3.52K	0.29%	110
2025 Q4	$573K	Sell	12,227 -252	-2%	-$11.8K	0.28%	106
2025 Q3	$578K	Sell	12,479 -155	-1%	-$6.95K	0.28%	107
2025 Q2	$538K	Sell	12,634 -170	-1%	-$6.86K	0.28%	109
2025 Q1	$522K	Hold	12,804	–	–	0.3%	105
2024 Q4	$575K	Sell	12,804 -141	-1%	-$6.56K	0.31%	95
2024 Q3	$589K	Sell	12,945 -266	-2%	-$11.7K	0.32%	96
2024 Q2	$549K	Sell	13,211 -60	-0.5%	-$2.5K	0.32%	98
2024 Q1	$571K	Sell	13,271 -100	-0.7%	-$4.13K	0.33%	98
2023 Q4	$564K	Sell	13,371 -186	-1%	-$7.01K	0.36%	89
2023 Q3	$500K	Buy	+13,557	New	+$528K	0.35%	92

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

Pacific Sun Financial's SPSM Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 27% in Q2 2026, selling an estimated $177K and leaving 8,992 shares worth $519K. The position accounts for 0.21% of the portfolio, ranked #134.

Pacific Sun Financial first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $594K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Pacific Sun Financial held 8,992 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $519K as of Q2 2026.
Pacific Sun Financial sold 3,306 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $177K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Pacific Sun Financial's portfolio in Q2 2026, its #134 holding.
Pacific Sun Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
Pacific Sun Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $594K in Q1 2026.
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 Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.