PIS
SPSM icon

POM Investment Strategies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

POM Investment Strategies’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 		$45.9K Buy
796
+21
+3% +$1.12K 0.05% 98
2026
Q1 		$37.5K Sell
775
-15,293
-95% -$757K 0.05% 122
2025
Q4 		$753K Buy
16,068
+820
+5% +$38.2K 0.39% 24
2025
Q3 		$706K Sell
15,248
-9,947
-39% -$446K 0.38% 23
2025
Q2 		$1.07M Buy
25,195
+24,946
+10,018% +$1.01M 0.77% 20
2025
Q1 		$10.1K Buy
+249
New +$11K 0.01% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

POM Investment Strategies's SPSM Position: Q2 2026 in Review

POM Investment Strategies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q2 2026, buying an estimated $1.12K and bringing the position to 796 shares worth $45.9K. The position accounts for 0.05% of the portfolio, ranked #98.

POM Investment Strategies first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • POM Investment Strategies held 796 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $45.9K as of Q2 2026.
  • POM Investment Strategies bought 21 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.12K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of POM Investment Strategies's portfolio in Q2 2026, its #98 holding.
  • POM Investment Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • POM Investment Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.07M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.