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 Q3	$477K	Buy	9,022 +30	+0.3%	+$1.69K	0.19%	134
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pacific Sun Financial's SPSM Position: Q3 2026 in Review

Pacific Sun Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.33% in Q3 2026, buying an estimated $1.69K and bringing the position to 9,022 shares worth $477K. The position accounts for 0.19% of the portfolio, ranked #134.

Pacific Sun Financial first reported a position in SPSM in Q3 2023 and has held it in 13 quarters since. The position peaked at $594K in Q1 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Pacific Sun Financial held 9,022 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $477K as of Q3 2026.
Pacific Sun Financial bought 30 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $1.69K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Pacific Sun Financial's portfolio in Q3 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 13 quarters since.
Pacific Sun Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $594K in Q1 2026.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Pacific Sun Financial's 13F filing for Q3 2026, filed 13 Nov 2026.