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

Red Mountain Financial’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	$362K	Buy	6,275 +678	+12%	+$36.2K	0.3%	55
2026 Q1	$270K	Buy	5,597 +14	+0.3%	+$693	0.25%	63
2025 Q4	$262K	Buy	5,583 +440	+9%	+$20.5K	0.26%	63
2025 Q3	$238K	Buy	5,143 +15	+0.3%	+$673	0.24%	68
2025 Q2	$218K	Buy	5,128 +16	+0.3%	+$645	0.24%	69
2025 Q1	$208K	Buy	5,112 +13	+0.3%	+$573	0.25%	63
2024 Q4	$229K	Sell	5,099 -215	-4%	-$10K	0.25%	54
2024 Q3	$242K	Buy	5,314 +17	+0.3%	+$747	0.26%	55
2024 Q2	$220K	Buy	+5,297	New	+$221K	0.27%	56
2023 Q4	$241K	Buy	+5,724	New	+$216K	0.37%	55

Other funds holding SPSM

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Red Mountain Financial's SPSM Position: Q2 2026 in Review

Red Mountain Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 6,275 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #55.

Red Mountain Financial first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 346 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Red Mountain Financial held 6,275 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $362K as of Q2 2026.
Red Mountain Financial bought 678 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $36.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Red Mountain Financial's portfolio in Q2 2026, its #55 holding.
Red Mountain Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
346 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.