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

Richardson Financial Services’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 		$1.4M Sell
24,239
-1,399
-5% -$74.7K 0.79% 27
2026
Q1 		$1.24M Sell
25,638
-5,467
-18% -$271K 0.78% 23
2025
Q4 		$1.45M Sell
31,105
-9,069
-23% -$423K 0.47% 22
2025
Q3 		$1.86M Buy
40,174
+13,058
+48% +$586K 1.15% 17
2025
Q2 		$1.17M Buy
27,116
+7,644
+39% +$308K 0.79% 27
2025
Q1 		$794K Sell
19,472
-9,177
-32% -$404K 0.6% 37
2024
Q4 		$1.29M Sell
28,649
-4,504
-14% -$210K 0.9% 23
2024
Q3 		$1.38M Buy
33,153
+944
+3% +$41.5K 0.88% 22
2024
Q2 		$1.34M Sell
32,209
-4,610
-13% -$192K 0.96% 20
2024
Q1 		$1.58M Sell
36,819
-216
-0.6% -$8.93K 1.12% 18
2023
Q4 		$1.56M Buy
+37,035
New +$1.4M 1.37% 11

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Richardson Financial Services's SPSM Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.5% in Q2 2026, selling an estimated $74.7K and leaving 24,239 shares worth $1.4M. The position accounts for 0.79% of the portfolio, ranked #27.

Richardson Financial Services first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2025. 880 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Richardson Financial Services held 24,239 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.4M as of Q2 2026.
  • Richardson Financial Services sold 1,399 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $74.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.79% of Richardson Financial Services's portfolio in Q2 2026, its #27 holding.
  • Richardson Financial Services 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.
  • Richardson Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.86M in Q3 2025.
  • 880 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.