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

Sowell Financial Services’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 		$3.72M Buy
64,529
+763
+1% +$40.7K 0.12% 185
2026
Q1 		$3.08M Buy
63,766
+1,725
+3% +$85.4K 0.11% 193
2025
Q4 		$2.91M Buy
62,041
+1,849
+3% +$86.2K 0.11% 198
2025
Q3 		$2.79M Sell
60,192
-10,940
-15% -$491K 0.11% 201
2025
Q2 		$3.03M Buy
71,132
+2,347
+3% +$94.6K 0.12% 175
2025
Q1 		$2.8M Buy
68,785
+6,369
+10% +$281K 0.13% 164
2024
Q4 		$2.8M Buy
62,416
+7,742
+14% +$360K 0.15% 153
2024
Q3 		$2.49M Buy
54,674
+262
+0.5% +$11.5K 0.12% 197
2024
Q2 		$2.26M Sell
54,412
-653
-1% -$27.2K 0.11% 192
2024
Q1 		$2.37M Buy
55,065
+102
+0.2% +$4.22K 0.11% 193
2023
Q4 		$2.32M Buy
54,963
+9,343
+20% +$352K 0.13% 183
2023
Q3 		$1.68M Buy
45,620
+9,495
+26% +$370K 0.11% 221
2023
Q2 		$1.4M Buy
36,125
+3,719
+11% +$138K 0.08% 288
2023
Q1 		$1.22M Sell
32,406
-4,546
-12% -$177K 0.09% 258
2022
Q4 		$1.37M Buy
36,952
+12,556
+51% +$470K 0.09% 254
2022
Q3 		$831K Buy
+24,396
New +$923K 0.08% 254
2022
Q1 		– Sell
-23,712
Closed -$1.06M – 464
2021
Q4 		$1.06M Sell
23,712
-1,398
-6% -$62.1K 0.06% 321
2021
Q3 		$1.07M Sell
25,110
-90,209
-78% -$3.87M 0.07% 283
2021
Q2 		$5.07M Sell
115,319
-4,179
-3% -$182K 0.34% 74
2021
Q1 		$5.21M Buy
119,498
+52,788
+79% +$2.15M 0.18% 119
2020
Q4 		$2.39M Buy
66,710
+34,906
+110% +$1.12M 0.1% 180
2020
Q3 		$871K Sell
31,804
-49
-0.2% -$1.37K 0.04% 328
2020
Q2 		$846K Sell
31,853
-2,862
-8% -$70.3K 0.05% 316
2020
Q1 		$758K Sell
34,715
-6,674
-16% -$193K 0.06% 298
2019
Q4 		$1.35M Sell
41,389
-3,880
-9% -$121K 0.1% 208
2019
Q3 		$1.36M Buy
+45,269
New +$1.37M 0.11% 191
2019
Q1 		$1.16M Sell
38,210
-742
-2% -$22K 0.13% 173
2018
Q4 		$1.03M Buy
+38,952
New +$1.15M 0.15% 154

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

Sowell Financial Services's SPSM Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q2 2026, buying an estimated $40.7K and bringing the position to 64,529 shares worth $3.72M. The position accounts for 0.12% of the portfolio, ranked #185.

Sowell Financial Services first reported a position in SPSM in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.21M in Q1 2021. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sowell Financial Services held 64,529 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.72M as of Q2 2026.
  • Sowell Financial Services bought 763 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $40.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #185 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.21M in Q1 2021.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.