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

Symphony Financial’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 		$681K Buy
11,859
+2,133
+22% +$114K 0.07% 166
2026
Q1 		$466K Buy
9,726
+174
+2% +$8.61K 0.06% 179
2025
Q4 		$451K Sell
9,552
-2,059
-18% -$96K 0.06% 177
2025
Q3 		$536K Buy
11,611
+1,085
+10% +$48.7K 0.07% 159
2025
Q2 		$491K Buy
+10,526
New +$424K 0.06% 155
2025
Q1 		– Sell
-9,452
Closed -$440K – 200
2024
Q4 		$440K Buy
+9,452
New +$440K 0.07% 145

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Symphony Financial's SPSM Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q2 2026, buying an estimated $114K and bringing the position to 11,859 shares worth $681K. The position accounts for 0.07% of the portfolio, ranked #166.

Symphony Financial first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Symphony Financial held 11,859 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $681K as of Q2 2026.
  • Symphony Financial bought 2,133 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #166 holding.
  • Symphony Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.