Sharkey, Howes & Javer’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sharkey, Howes & Javer’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	$1.18M	Sell	20,540 -26,056	-56%	-$1.39M	0.14%	78
2026 Q1	$2.25M	Sell	46,596 -54,585	-54%	-$2.7M	0.3%	52
2025 Q4	$4.74M	Sell	101,181 -19,792	-16%	-$923K	0.6%	29
2025 Q3	$5.6M	Buy	120,973 +59,703	+97%	+$2.68M	0.72%	28
2025 Q2	$2.61M	Sell	61,270 -67,605	-52%	-$2.73M	0.35%	54
2025 Q1	$5.25M	Buy	128,875 +19,730	+18%	+$869K	0.75%	28
2024 Q4	$4.9M	Buy	109,145 +9,402	+9%	+$437K	0.69%	29
2024 Q3	$4.54M	Buy	+99,743	New	+$4.38M	0.65%	27
2024 Q1	–	Sell	-5,515	Closed	-$233K	–	125
2023 Q4	$233K	Sell	5,515 -173	-3%	-$6.52K	0.04%	103
2023 Q3	$210K	Sell	5,688 -533	-9%	-$20.8K	0.04%	108
2023 Q2	$242K	Buy	+6,221	New	+$231K	0.05%	89

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's SPSM Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 56% in Q2 2026, selling an estimated $1.39M and leaving 20,540 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #78.

Sharkey, Howes & Javer first reported a position in SPSM in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sharkey, Howes & Javer held 20,540 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.18M as of Q2 2026.
Sharkey, Howes & Javer sold 26,056 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.39M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #78 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 11 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.6M in Q3 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.