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

Retirement Financial Solutions’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	$403K	Buy	6,984 +24	+0.3%	+$1.28K	0.1%	43
2026 Q1	$336K	Buy	6,960 +23	+0.3%	+$1.14K	0.1%	45
2025 Q4	$325K	Buy	6,937 +34	+0.5%	+$1.59K	0.1%	44
2025 Q3	$320K	Sell	6,903 -435,181	-98%	-$19.5M	0.1%	42
2025 Q2	$18.8M	Sell	442,084 -17,565	-4%	-$708K	6.63%	4
2025 Q1	$18.7M	Buy	459,649 +24,267	+6%	+$1.07M	7.29%	4
2024 Q4	$19.6M	Buy	435,382 +5,199	+1%	+$242K	10.55%	1
2024 Q3	$19.6M	Buy	430,183 +7,120	+2%	+$313K	8.57%	6
2024 Q2	$17.6M	Buy	423,063 +51,717	+14%	+$2.16M	8.27%	5
2024 Q1	$16M	Buy	371,346 +34,689	+10%	+$1.43M	8.22%	6
2023 Q4	$14.2M	Buy	336,657 +29,777	+10%	+$1.12M	8.05%	2
2023 Q3	$11.3M	Buy	+306,880	New	+$12M	7.63%	6
2023 Q1	–	Sell	-12	Closed	-$444	–	215
2022 Q4	$444	Buy	+12	New	+$449	﹤0.01%	270

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

Retirement Financial Solutions's SPSM Position: Q2 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.34% in Q2 2026, buying an estimated $1.28K and bringing the position to 6,984 shares worth $403K. The position accounts for 0.1% of the portfolio, ranked #43.

Retirement Financial Solutions first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $19.6M in Q3 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Retirement Financial Solutions held 6,984 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $403K as of Q2 2026.
Retirement Financial Solutions bought 24 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.28K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Retirement Financial Solutions's portfolio in Q2 2026, its #43 holding.
Retirement Financial Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 13 quarters since.
Retirement Financial Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19.6M in Q3 2024.
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 Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.