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Prosperity Consulting Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Prosperity Consulting 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
2026
Q2 		$240K Buy
+4,167
New +$222K 0.01% 545
2025
Q3 		– Sell
-6,092
Closed -$260K – 514
2025
Q2 		$260K Sell
6,092
-167
-3% -$6.73K 0.02% 395
2025
Q1 		$255K Sell
6,259
-333
-5% -$14.7K 0.02% 391
2024
Q4 		$296K Sell
6,592
-1
-0% -$47 0.02% 381
2024
Q3 		$300K Sell
6,593
-1,134
-15% -$49.8K 0.02% 375
2024
Q2 		$321K Sell
7,727
-4,849
-39% -$202K 0.04% 247
2024
Q1 		$541K Sell
12,576
-3,059
-20% -$126K 0.07% 189
2023
Q4 		$659K Buy
15,635
+85
+0.5% +$3.2K 0.22% 87
2023
Q3 		$574K Sell
15,550
-1,014
-6% -$39.5K 0.26% 82
2023
Q2 		$643K Buy
+16,564
New +$616K 0.4% 54

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 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Consulting Group's SPSM Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 4,167 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in SPSM as recently as Q2 2025.

Prosperity Consulting Group first reported a position in SPSM in Q2 2023 and has held it in 10 quarters since. The position peaked at $659K in Q4 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Prosperity Consulting Group held 4,167 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $240K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Prosperity Consulting Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #545 holding.
  • Prosperity Consulting Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 10 quarters since.
  • Prosperity Consulting Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $659K in Q4 2023.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.