PFP
SPSM icon

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

Polaris Financial Partners’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 		$91K Buy
+1,716
New +$96.6K 0.04% 140

Other funds holding SPSM

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's SPSM Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 1,716 shares worth $91K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

4 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Polaris Financial Partners held 1,716 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $91K as of Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Polaris Financial Partners position in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Polaris Financial Partners's portfolio in Q3 2026, its #140 holding.
  • 4 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.