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

Pure 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	$16.9M	Sell	293,288 -6,538	-2%	-$349K	0.22%	63
2026 Q1	$14.5M	Buy	299,826 +12,869	+4%	+$637K	0.21%	64
2025 Q4	$13.4M	Buy	286,957 +1,000	+0.3%	+$46.6K	0.2%	66
2025 Q3	$13.2M	Buy	285,957 +2,850	+1%	+$128K	0.21%	66
2025 Q2	$12.1M	Sell	283,107 -20,925	-7%	-$844K	0.21%	62
2025 Q1	$12.4M	Buy	304,032 +54,675	+22%	+$2.41M	0.26%	55
2024 Q4	$11.2M	Sell	249,357 -7,649	-3%	-$356K	0.25%	53
2024 Q3	$11.7M	Sell	257,006 -9,573	-4%	-$421K	0.28%	50
2024 Q2	$11.1M	Sell	266,579 -4,717	-2%	-$197K	0.31%	48
2024 Q1	$11.7M	Sell	271,296 -4,772	-2%	-$197K	0.37%	48
2023 Q4	$11.6M	Buy	276,068 +8,120	+3%	+$306K	0.4%	46
2023 Q3	$9.89M	Sell	267,948 -113,528	-30%	-$4.42M	0.4%	51
2023 Q2	$14.8M	Sell	381,476 -8,961	-2%	-$333K	0.63%	36
2023 Q1	$14.7M	Sell	390,437 -1,947	-0.5%	-$76K	0.68%	34
2022 Q4	$14.5M	Buy	392,384 +1,326	+0.3%	+$49.7K	0.75%	33
2022 Q3	$13.3M	Sell	391,058 -10,453	-3%	-$396K	0.77%	32
2022 Q2	$14.4M	Sell	401,511 -398	-0.1%	-$15.4K	0.89%	26
2022 Q1	$16.9M	Buy	401,909 +34,800	+9%	+$1.46M	0.77%	31
2021 Q4	$16.4M	Buy	367,109 +2,141	+0.6%	+$95.2K	0.81%	27
2021 Q3	$15.5M	Buy	364,968 +5,521	+2%	+$237K	1.2%	24
2021 Q2	$15.8M	Buy	359,447 +819	+0.2%	+$35.6K	1.28%	22
2021 Q1	$15.2M	Sell	358,628 -63,626	-15%	-$2.59M	1.51%	21
2020 Q4	$15.1M	Sell	422,254 -89,245	-17%	-$2.86M	1.81%	18
2020 Q3	$14M	Sell	511,499 -27,457	-5%	-$765K	2.04%	16
2020 Q2	$14.3M	Sell	538,956 -128,285	-19%	-$3.15M	2.24%	16
2020 Q1	$14.6M	Buy	667,241 +433,158	+185%	+$12.6M	2.45%	15
2019 Q4	$7.64M	Buy	234,083 +1,680	+0.7%	+$52.4K	1.3%	26
2019 Q3	$6.97M	Buy	232,403 +2,780	+1%	+$83.9K	1.26%	26
2019 Q2	$7.04M	Buy	229,623 +15,329	+7%	+$466K	1.26%	28
2019 Q1	$6.48M	Buy	214,294 +3,572	+2%	+$106K	1.22%	28
2018 Q4	$5.55M	Buy	210,722 +71,765	+52%	+$2.12M	1.13%	26
2018 Q3	$4.62M	Buy	+138,957	New	+$4.63M	1.01%	29

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

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

Pure Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q2 2026, selling an estimated $349K and leaving 293,288 shares worth $16.9M. The position accounts for 0.22% of the portfolio, ranked #63.

Pure Financial Advisors first reported a position in SPSM in Q3 2018 and has held it in 32 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Pure Financial Advisors held 293,288 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.9M as of Q2 2026.
Pure Financial Advisors sold 6,538 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $349K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.22% of Pure Financial Advisors's portfolio in Q2 2026, its #63 holding.
Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 32 quarters since.
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 Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.