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

REAP 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	$72K	Buy	1,248 +907	+266%	+$48.4K	0.01%	251
2026 Q1	$16.5K	Sell	341 -142	-29%	-$7.03K	﹤0.01%	375
2025 Q4	$22.6K	Buy	483 +149	+45%	+$6.95K	﹤0.01%	372
2025 Q3	$15.5K	Buy	334 +173	+107%	+$7.76K	﹤0.01%	365
2025 Q2	$6.86K	Hold	161	–	–	﹤0.01%	402
2025 Q1	$6.56K	Hold	161	–	–	﹤0.01%	422
2024 Q4	$7.23K	Sell	161 -72	-31%	-$3.35K	﹤0.01%	404
2024 Q3	$10.6K	Sell	233 -24	-9%	-$1.05K	﹤0.01%	351
2024 Q2	$10.7K	Sell	257 -40	-13%	-$1.67K	﹤0.01%	332
2024 Q1	$12.8K	Sell	297 -13	-4%	-$537	﹤0.01%	345
2023 Q4	$13.1K	Buy	+310	New	+$11.7K	﹤0.01%	367

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

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

REAP Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 266% in Q2 2026, buying an estimated $48.4K and bringing the position to 1,248 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #251.

REAP Financial Group first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

REAP Financial Group held 1,248 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $72K as of Q2 2026.
REAP Financial Group bought 907 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $48.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #251 holding.
REAP Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.