Prairie Sky Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Prairie Sky Financial Group’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
2025 Q2	$1.91M	Buy	44,832 +39	+0.1%	+$1.57K	1.05%	18
2025 Q1	$1.83M	Sell	44,793 -682	-1%	-$30K	1.08%	17
2024 Q4	$2.04M	Sell	45,475 -12,048	-21%	-$560K	1.25%	15
2024 Q3	$2.62M	Sell	57,523 -428	-0.7%	-$18.8K	1.49%	15
2024 Q2	$2.41M	Sell	57,951 -481	-0.8%	-$20K	1.49%	15
2024 Q1	$2.51M	Sell	58,432 -12,797	-18%	-$529K	1.51%	16
2023 Q4	$3M	Buy	71,229 +590	+0.8%	+$22.2K	1.96%	15
2023 Q3	$2.61M	Sell	70,639 -2,349	-3%	-$91.5K	1.83%	15
2023 Q2	$2.83M	Buy	+72,988	New	+$2.71M	1.93%	14

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prairie Sky Financial Group's SPSM Position: Q2 2025 in Review

Prairie Sky Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.09% in Q2 2025, buying an estimated $1.57K and bringing the position to 44,832 shares worth $1.91M. The position accounts for 1.05% of the portfolio, ranked #18.

Prairie Sky Financial Group first reported a position in SPSM in Q2 2023 and has held it in 9 quarters since. The position peaked at $3M in Q4 2023. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Prairie Sky Financial Group held 44,832 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.91M as of Q2 2025.
Prairie Sky Financial Group bought 39 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $1.57K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.05% of Prairie Sky Financial Group's portfolio in Q2 2025, its #18 holding.
Prairie Sky Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 9 quarters since.
Prairie Sky Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3M in Q4 2023.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.