SFS
SPSM icon

Summit Financial Strategies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Summit Financial 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
Q3 		$940K Sell
17,784
-6
-0% -$338 0.07% 76
2026
Q2 		$1.03M Sell
17,790
-666
-4% -$35.6K 0.07% 73
2026
Q1 		$892K Buy
+18,456
New +$914K 0.07% 73

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Summit Financial Strategies's SPSM Position: Q3 2026 in Review

Summit Financial Strategies reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.03% in Q3 2026, selling an estimated $338 and leaving 17,784 shares worth $940K. The position accounts for 0.07% of the portfolio, ranked #76.

Summit Financial Strategies first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.03M in Q2 2026. 121 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Summit Financial Strategies held 17,784 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $940K as of Q3 2026.
  • Summit Financial Strategies sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $338.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Summit Financial Strategies's portfolio in Q3 2026, its #76 holding.
  • Summit Financial Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Summit Financial Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.03M in Q2 2026.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.