SFG Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

SFG Wealth Management’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	$1.29M	Buy	22,314 +474	+2%	+$25.3K	0.46%	34
2026 Q1	$1.06M	Buy	21,840 +2,090	+11%	+$103K	0.43%	43
2025 Q4	$925K	Buy	19,750 +1,115	+6%	+$52K	0.36%	51
2025 Q3	$863K	Buy	18,635 +122	+0.7%	+$5.47K	0.37%	52
2025 Q2	$789K	Buy	18,513 +2,272	+14%	+$91.6K	0.48%	34
2025 Q1	$662K	Buy	16,241 +334	+2%	+$14.7K	0.32%	61
2024 Q4	$715K	Buy	15,907 +1,306	+9%	+$60.7K	0.37%	44
2024 Q3	$664K	Buy	14,601 +252	+2%	+$11.1K	0.35%	47
2024 Q2	$596K	Buy	14,349 +621	+5%	+$25.9K	0.34%	45
2024 Q1	$591K	Buy	13,728 +1,292	+10%	+$53.4K	0.35%	43
2023 Q4	$525K	Sell	12,436 -292	-2%	-$11K	0.35%	46
2023 Q3	$470K	Buy	12,728 +2,221	+21%	+$86.5K	0.37%	45
2023 Q2	$408K	Buy	10,507 +2,695	+34%	+$100K	0.34%	53
2023 Q1	$295K	Buy	+7,812	New	+$305K	0.33%	54

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFG Wealth Management's SPSM Position: Q2 2026 in Review

SFG Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q2 2026, buying an estimated $25.3K and bringing the position to 22,314 shares worth $1.29M. The position accounts for 0.46% of the portfolio, ranked #34.

SFG Wealth Management first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SFG Wealth Management held 22,314 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.29M as of Q2 2026.
SFG Wealth Management bought 474 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $25.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.46% of SFG Wealth Management's portfolio in Q2 2026, its #34 holding.
SFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.