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 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

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

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

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

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

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

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

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

CCWA

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

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

Professional Financial Advisors's SPSM Position: Q2 2026 in Review

Professional Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.3% in Q2 2026, buying an estimated $7.69K and bringing the position to 4,471 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #125.

Professional Financial Advisors first reported a position in SPSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $770K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Professional Financial Advisors held 4,471 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $258K as of Q2 2026.
Professional Financial Advisors bought 144 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $7.69K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #125 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 27 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $770K in Q4 2020.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.