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

Professional Financial Advisors’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	$228K	Sell	4,322 -149	-3%	-$8.38K	0.04%	129
2026 Q2	$258K	Buy	4,471 +144	+3%	+$7.69K	0.04%	125
2026 Q1	$209K	Sell	4,327 -186	-4%	-$9.21K	0.04%	136
2025 Q4	$211K	Sell	4,513 -32	-0.7%	-$1.49K	0.04%	127
2025 Q3	$211K	Sell	4,545 -721	-14%	-$32.3K	0.04%	120
2025 Q2	$224K	Sell	5,266 -48	-0.9%	-$1.94K	0.05%	109
2025 Q1	$217K	Sell	5,314 -47	-0.9%	-$2.07K	0.06%	102
2024 Q4	$241K	Buy	5,361 +6	+0.1%	+$279	0.06%	97
2024 Q3	$244K	Sell	5,355 -215	-4%	-$9.45K	0.06%	98
2024 Q2	$231K	Buy	5,570 +5	+0.1%	+$208	0.06%	97
2024 Q1	$240K	Buy	5,565 +2	+0%	+$83	0.07%	95
2023 Q4	$235K	Sell	5,563 -1,025	-16%	-$38.6K	0.08%	85
2023 Q3	$243K	Buy	6,588 +148	+2%	+$5.76K	0.11%	80
2023 Q2	$250K	Sell	6,440 -10,390	-62%	-$386K	0.13%	67
2023 Q1	$708K	Buy	16,830 +4,734	+39%	+$185K	0.42%	43
2022 Q4	$447K	Sell	12,096 -1,109	-8%	-$41.5K	0.3%	59
2022 Q3	$450K	Buy	13,205 +18	+0.1%	+$681	0.28%	58
2022 Q2	$474K	Sell	13,187 -3,643	-22%	-$141K	0.26%	65
2022 Q1	$708K	Buy	16,830 +712	+4%	+$30K	0.31%	56
2021 Q4	$720K	Sell	16,118 -442	-3%	-$19.6K	0.31%	55
2021 Q3	$705K	Buy	16,560 +433	+3%	+$18.6K	0.4%	44
2021 Q2	$707K	Buy	16,127 +1,041	+7%	+$45.2K	0.39%	44
2021 Q1	$638K	Sell	15,086 -6,415	-30%	-$261K	0.4%	47
2020 Q4	$770K	Buy	21,501 +1,473	+7%	+$47.2K	0.61%	40
2020 Q3	$563K	Sell	20,028 -1,184	-6%	-$33K	0.53%	43
2020 Q2	$564K	Sell	21,212 -430	-2%	-$10.6K	0.74%	36
2020 Q1	$533K	Buy	21,642 +366	+2%	+$10.6K	0.96%	26
2019 Q4	$694K	Buy	+21,276	New	+$664K	0.66%	39

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Professional Financial Advisors's SPSM Position: Q3 2026 in Review

Professional Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.3% in Q3 2026, selling an estimated $8.38K and leaving 4,322 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #129.

Professional Financial Advisors first reported a position in SPSM in Q4 2019 and has held it in 28 quarters since. The position peaked at $770K in Q4 2020. 83 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Professional Financial Advisors held 4,322 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $228K as of Q3 2026.
Professional Financial Advisors sold 149 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $8.38K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Professional Financial Advisors's portfolio in Q3 2026, its #129 holding.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 28 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $770K in Q4 2020.
83 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.