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

Prospera Financial Services’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	$1.14M	Buy	19,812 +1,121	+6%	+$59.9K	0.02%	709
2026 Q1	$903K	Buy	18,691 +9,533	+104%	+$472K	0.01%	753
2025 Q4	$429K	Buy	9,158 +2,200	+32%	+$103K	0.01%	982
2025 Q3	$322K	Sell	6,958 -478	-6%	-$21.4K	0.01%	1120
2025 Q2	$317K	Sell	7,436 -391	-5%	-$15.8K	0.01%	1081
2025 Q1	$319K	Sell	7,827 -506	-6%	-$22.3K	0.01%	962
2024 Q4	$375K	Buy	8,333 +353	+4%	+$16.4K	0.01%	837
2024 Q3	$363K	Sell	7,980 -314	-4%	-$13.8K	0.01%	846
2024 Q2	$345K	Sell	8,294 -391	-5%	-$16.3K	0.01%	862
2024 Q1	$374K	Buy	8,685 +173	+2%	+$7.15K	0.01%	812
2023 Q4	$359K	Sell	8,512 -4,658	-35%	-$175K	0.01%	776
2023 Q3	$486K	Buy	13,170 +4,006	+44%	+$156K	0.02%	622
2023 Q2	$356K	Buy	+9,164	New	+$341K	0.01%	723
2022 Q2	–	Sell	-1,104	Closed	-$46K	–	2483
2022 Q1	$46K	Buy	+1,104	New	+$46.5K	﹤0.01%	1414
2020 Q4	–	Sell	-710	Closed	-$19K	–	1443
2020 Q3	$19K	Buy	+710	New	+$19.8K	0.01%	915

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

Prospera Financial Services's SPSM Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6% in Q2 2026, buying an estimated $59.9K and bringing the position to 19,812 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #709.

Prospera Financial Services first reported a position in SPSM in Q3 2020 and has held it in 15 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Prospera Financial Services held 19,812 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.14M as of Q2 2026.
Prospera Financial Services bought 1,121 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $59.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #709 holding.
Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 15 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.