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

Redwood Financial Network’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	$1.01M	Buy	17,506 +1,062	+6%	+$56.7K	0.56%	52
2026 Q1	$795K	Buy	16,444 +373	+2%	+$18.5K	0.52%	57
2025 Q4	$753K	Buy	16,071 +951	+6%	+$44.4K	0.48%	57
2025 Q3	$700K	Buy	15,120 +1,389	+10%	+$62.3K	0.44%	61
2025 Q2	$585K	Sell	13,731 -90	-0.7%	-$3.63K	0.4%	72
2025 Q1	$563K	Sell	13,821 -145	-1%	-$6.39K	0.43%	70
2024 Q4	$627K	Sell	13,966 -134	-1%	-$6.23K	0.47%	61
2024 Q3	$642K	Buy	14,100 +353	+3%	+$15.5K	0.5%	57
2024 Q2	$571K	Buy	13,747 +157	+1%	+$6.54K	0.48%	65
2024 Q1	$585K	Sell	13,590 -249	-2%	-$10.3K	0.51%	59
2023 Q4	$584K	Buy	13,839 +90	+0.7%	+$3.39K	0.57%	55
2023 Q3	$507K	Sell	13,749 -2,629	-16%	-$102K	0.54%	62
2023 Q2	$636K	Buy	16,378 +3,251	+25%	+$121K	0.6%	55
2023 Q1	$496K	Buy	13,127 +1,642	+14%	+$64.1K	0.5%	71
2022 Q4	$425K	Buy	11,485 +1,411	+14%	+$52.9K	0.48%	70
2022 Q3	$343K	Buy	10,074 +328	+3%	+$12.4K	0.39%	82
2022 Q2	$351K	Buy	9,746 +755	+8%	+$29.3K	0.38%	84
2022 Q1	$378K	Buy	+8,991	New	+$378K	0.35%	92

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

Redwood Financial Network's SPSM Position: Q2 2026 in Review

Redwood Financial Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.5% in Q2 2026, buying an estimated $56.7K and bringing the position to 17,506 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #52.

Redwood Financial Network first reported a position in SPSM in Q1 2022 and has held it in 18 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Redwood Financial Network held 17,506 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.01M as of Q2 2026.
Redwood Financial Network bought 1,062 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $56.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.56% of Redwood Financial Network's portfolio in Q2 2026, its #52 holding.
Redwood Financial Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.