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 Q3	$742K	Buy	14,045 +10	+0.1%	+$563	0.12%	62
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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Sunburst Financial Group's SPSM Position: Q3 2026 in Review

Sunburst Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.07% in Q3 2026, buying an estimated $563 and bringing the position to 14,045 shares worth $742K. The position accounts for 0.12% of the portfolio, ranked #62.

Sunburst Financial Group first reported a position in SPSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $809K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Sunburst Financial Group held 14,045 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $742K as of Q3 2026.
Sunburst Financial Group bought 10 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $563.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Sunburst Financial Group's portfolio in Q3 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 16 quarters since.
Sunburst Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $809K in Q2 2026.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.