Ritter Daniher Financial Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ritter Daniher Financial Advisory’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	$59.6K	Hold	1,034	–	–	0.01%	265
2026 Q1	$50K	Hold	1,034	–	–	0.01%	274
2025 Q4	$48.5K	Buy	1,034 +1,000	+2,941%	+$46.6K	0.01%	276
2025 Q3	$1.57K	Hold	34	–	–	﹤0.01%	430
2025 Q2	$1.45K	Hold	34	–	–	﹤0.01%	308
2025 Q1	$1.39K	Hold	34	–	–	﹤0.01%	287
2024 Q4	$1.53K	Hold	34	–	–	﹤0.01%	281
2024 Q3	$1.55K	Buy	+34	New	+$1.49K	﹤0.01%	285

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Ritter Daniher Financial Advisory's SPSM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,034 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #265.

Ritter Daniher Financial Advisory first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Ritter Daniher Financial Advisory held 1,034 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $59.6K as of Q2 2026.
Ritter Daniher Financial Advisory left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #265 holding.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
306 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.