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Phillip James Consulting’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Phillip James Consulting’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 		$2.07M Buy
+35,962
New +$1.92M 1.39% 21

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Phillip James Consulting's SPSM Position: Q2 2026 in Review

Phillip James Consulting opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 35,962 shares worth $2.07M. The stake represents 1.39% of the portfolio and ranks #21 among its holdings.

1,008 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Phillip James Consulting held 35,962 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.07M as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Phillip James Consulting position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.39% of Phillip James Consulting's portfolio in Q2 2026, its #21 holding.
  • 1,008 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.