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

SeedSafe 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 		$5.31M Buy
92,228
+1,536
+2% +$82K 3.82% 10
2026
Q1 		$4.38M Buy
90,692
+1,105
+1% +$54.7K 3.61% 10
2025
Q4 		$4.2M Buy
+89,587
New +$4.18M 3.72% 11

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SeedSafe Financial's SPSM Position: Q2 2026 in Review

SeedSafe Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, buying an estimated $82K and bringing the position to 92,228 shares worth $5.31M. The position accounts for 3.82% of the portfolio, ranked #10.

SeedSafe Financial first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • SeedSafe Financial held 92,228 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.31M as of Q2 2026.
  • SeedSafe Financial bought 1,536 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $82K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.82% of SeedSafe Financial's portfolio in Q2 2026, its #10 holding.
  • SeedSafe Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SeedSafe Financial's 13F filing for Q2 2026, filed 12 Aug 2026.