SFG Wealth Management
SPSM icon

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
Q3 		$1.18M Sell
22,233
-81
-0.4% -$4.56K 0.42% 40
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

SFG Wealth Management's SPSM Position: Q3 2026 in Review

SFG Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.36% in Q3 2026, selling an estimated $4.56K and leaving 22,233 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #40.

SFG Wealth Management first reported a position in SPSM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • SFG Wealth Management held 22,233 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.18M as of Q3 2026.
  • SFG Wealth Management sold 81 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $4.56K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.42% of SFG Wealth Management's portfolio in Q3 2026, its #40 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 15 quarters since.
  • SFG Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.29M in Q2 2026.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.