PKS Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$598K Buy
10,372
+4,213
+68% +$225K 0.1% 199
2026
Q1
$298K Hold
6,159
0.07% 203
2025
Q4
$289K Buy
+6,159
New +$287K 0.07% 203
2025
Q3
Sell
-5,672
Closed -$242K 272
2025
Q2
$242K Buy
+5,672
New +$229K 0.06% 230
2025
Q1
Sell
-18,503
Closed -$553K 268
2024
Q4
$553K Buy
+18,503
New +$861K 0.14% 131

Other funds holding SPSM

PKS Advisory Services's SPSM Position: Q2 2026 in Review

PKS Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 68% in Q2 2026, buying an estimated $225K and bringing the position to 10,372 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #199.

PKS Advisory Services first reported a position in SPSM in Q4 2024 and has held it in 5 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • PKS Advisory Services held 10,372 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $598K as of Q2 2026.
  • PKS Advisory Services bought 4,213 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $225K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of PKS Advisory Services's portfolio in Q2 2026, its #199 holding.
  • PKS Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 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 PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.