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

Range Financial 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	$1.54M	Sell	26,652 -710	-3%	-$37.9K	0.42%	78
2026 Q1	$1.32M	Sell	27,362 -714	-3%	-$35.3K	0.44%	74
2025 Q4	$1.32M	Sell	28,076 -81	-0.3%	-$3.78K	0.46%	72
2025 Q3	$1.3M	Sell	28,157 -291	-1%	-$13K	0.47%	70
2025 Q2	$1.21M	Sell	28,448 -1,408	-5%	-$56.8K	0.48%	72
2025 Q1	$1.22M	Sell	29,856 -10	-0%	-$441	0.54%	65
2024 Q4	$1.34M	Buy	29,866 +18,368	+160%	+$854K	0.62%	52
2024 Q3	$523K	Sell	11,498 -20,214	-64%	-$888K	0.72%	33
2024 Q2	$1.32M	Buy	31,712 +286	+0.9%	+$11.9K	0.67%	50
2024 Q1	$1.35M	Buy	31,426 +586	+2%	+$24.2K	0.7%	47
2023 Q4	$1.3M	Buy	30,840 +11	+0%	+$414	0.78%	43
2023 Q3	$1.14M	Buy	30,829 +920	+3%	+$35.8K	0.75%	45
2023 Q2	$1.16M	Buy	29,909 +11,636	+64%	+$432K	0.74%	49
2023 Q1	$690K	Buy	18,273 +1,664	+10%	+$65K	0.45%	83
2022 Q4	$614K	Sell	16,609 -2,010	-11%	-$75.3K	0.42%	102
2022 Q3	$634K	Sell	18,619 -225	-1%	-$8.52K	0.49%	86
2022 Q2	$678K	Buy	18,844 +27	+0.1%	+$1.05K	0.49%	89
2022 Q1	$792K	Sell	18,817 -19	-0.1%	-$800	0.51%	83
2021 Q4	$842K	Buy	18,836 +110	+0.6%	+$4.89K	0.55%	76
2021 Q3	$798K	Buy	18,726 +38	+0.2%	+$1.63K	0.57%	71
2021 Q2	$821K	Sell	18,688 -52	-0.3%	-$2.26K	0.61%	64
2021 Q1	$792K	Buy	+18,740	New	+$764K	0.72%	57

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Range Financial Group's SPSM Position: Q2 2026 in Review

Range Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q2 2026, selling an estimated $37.9K and leaving 26,652 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #78.

Range Financial Group first reported a position in SPSM in Q1 2021 and has held it in 22 quarters since. 546 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Range Financial Group held 26,652 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.54M as of Q2 2026.
Range Financial Group sold 710 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.42% of Range Financial Group's portfolio in Q2 2026, its #78 holding.
Range Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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