PFG Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

PFG Advisors’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	$468K	Buy	8,851 +191	+2%	+$10.7K	0.02%	548
2026 Q2	$499K	Sell	8,660 -17	-0.2%	-$908	0.03%	532
2026 Q1	$419K	Sell	8,677 -3,740	-30%	-$185K	0.02%	578
2025 Q4	$582K	Sell	12,417 -33,974	-73%	-$1.58M	0.03%	498
2025 Q3	$2.15M	Buy	46,391 +6,235	+16%	+$280K	0.09%	262
2025 Q2	$1.71M	Buy	40,156 +28,319	+239%	+$1.14M	0.08%	222
2025 Q1	$482K	Sell	11,837 -18	-0.2%	-$793	0.03%	476
2024 Q4	$533K	Sell	11,855 -46	-0.4%	-$2.14K	0.03%	447
2024 Q3	$542K	Buy	11,901 +536	+5%	+$23.5K	0.03%	421
2024 Q2	$472K	Buy	11,365 +560	+5%	+$23.3K	0.03%	435
2024 Q1	$465K	Sell	10,805 -391	-3%	-$16.2K	0.03%	410
2023 Q4	$472K	Buy	11,196 +666	+6%	+$25.1K	0.04%	371
2023 Q3	$389K	Buy	10,530 +2,806	+36%	+$109K	0.03%	390
2023 Q2	$300K	Buy	+7,724	New	+$287K	0.02%	519

Other funds holding SPSM

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

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

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

PFG Advisors's SPSM Position: Q3 2026 in Review

PFG Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q3 2026, buying an estimated $10.7K and bringing the position to 8,851 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #548.

PFG Advisors first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.15M in Q3 2025. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

PFG Advisors held 8,851 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $468K as of Q3 2026.
PFG Advisors bought 191 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $10.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #548 holding.
PFG Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
PFG Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.15M in Q3 2025.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.