SIS
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Sound Income Strategies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sound Income Strategies’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 		– Sell
-2,656
Closed -$129K – 2137
2026
Q1 		$129K Sell
2,656
-139
-5% -$6.88K 0.01% 524
2025
Q4 		$140K Buy
2,795
+1,072
+62% +$50K 0.01% 499
2025
Q3 		$79.2K Sell
1,723
-18
-1% -$807 ﹤0.01% 454
2025
Q2 		$74.2K Sell
1,741
-19,785
-92% -$798K ﹤0.01% 444
2025
Q1 		$877K Buy
21,526
+554
+3% +$24.4K 0.05% 158
2024
Q4 		$942K Buy
20,972
+1,518
+8% +$70.6K 0.06% 141
2024
Q3 		$885K Buy
19,454
+18,566
+2,091% +$816K 0.06% 142
2024
Q2 		$36.9K Hold
888
– – ﹤0.01% 499
2024
Q1 		$38.2K Buy
888
+844
+1,918% +$34.9K ﹤0.01% 466
2023
Q4 		$1.86K Buy
+44
New +$1.66K ﹤0.01% 1072
2023
Q3 		– Sell
-1,050
Closed -$40.8K – 1221
2023
Q2 		$40.8K Buy
+1,050
New +$39K ﹤0.01% 318
2020
Q4 		– Sell
-65
Closed -$2K – 949
2020
Q3 		$2K Buy
+65
New +$1.81K ﹤0.01% 688
2020
Q1 		– Sell
-177
Closed -$6K – 874
2019
Q4 		$6K Sell
177
-3
-2% -$94 ﹤0.01% 437
2019
Q3 		$5K Buy
180
+69
+62% +$2.08K ﹤0.01% 434
2019
Q2 		$3K Sell
111
-41
-27% -$1.25K ﹤0.01% 518
2019
Q1 		$5K Sell
152
-257
-63% -$7.63K ﹤0.01% 449
2018
Q4 		$11K Sell
409
-132
-24% -$3.89K 0.01% 318
2018
Q3 		$18K Buy
+541
New +$18K 0.01% 260

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
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

Sound Income Strategies's SPSM Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 2,656 shares — an estimated $129K sold.

Sound Income Strategies first reported a position in SPSM in Q3 2018 and held it in 18 quarters. The position peaked at $942K in Q4 2024. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,656 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $129K.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 18 quarters.
  • Sound Income Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $942K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.