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

Sunburst Financial Group’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	$809K	Buy	14,035 +9	+0.1%	+$481	0.13%	62
2026 Q1	$678K	Sell	14,026 -36	-0.3%	-$1.78K	0.12%	62
2025 Q4	$659K	Sell	14,062 -1,150	-8%	-$53.6K	0.13%	62
2025 Q3	$705K	Sell	15,212 -34	-0.2%	-$1.52K	0.15%	59
2025 Q2	$649K	Buy	15,246 +11	+0.1%	+$444	0.15%	59
2025 Q1	$621K	Sell	15,235 -11	-0.1%	-$485	0.15%	61
2024 Q4	$685K	Sell	15,246 -464	-3%	-$21.6K	0.17%	60
2024 Q3	$715K	Sell	15,710 -51	-0.3%	-$2.24K	0.18%	60
2024 Q2	$655K	Sell	15,761 -51	-0.3%	-$2.13K	0.18%	59
2024 Q1	$674K	Buy	15,812 +2,765	+21%	+$114K	0.19%	59
2023 Q4	$550K	Buy	13,047 +1,034	+9%	+$39K	0.17%	63
2023 Q3	$443K	Sell	12,013 -282	-2%	-$11K	0.16%	63
2023 Q2	$478K	Hold	12,295	–	–	0.17%	60
2023 Q1	$464K	Buy	12,295 +134	+1%	+$5.23K	0.17%	61
2022 Q4	$450K	Buy	+12,161	New	+$455K	0.18%	63

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

Sunburst Financial Group's SPSM Position: Q2 2026 in Review

Sunburst Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.06% in Q2 2026, buying an estimated $481 and bringing the position to 14,035 shares worth $809K. The position accounts for 0.13% of the portfolio, ranked #62.

Sunburst Financial Group first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sunburst Financial Group held 14,035 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $809K as of Q2 2026.
Sunburst Financial Group bought 9 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $481.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Sunburst Financial Group's portfolio in Q2 2026, its #62 holding.
Sunburst Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
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 Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.