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

Transamerica Financial Advisors’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	$1.22M	Sell	21,236 -2,950	-12%	-$158K	0.1%	187
2026 Q1	$1.17M	Sell	24,186 -3,040	-11%	-$150K	0.1%	193
2025 Q4	$1.28M	Buy	27,226 +130	+0.5%	+$6.06K	0.11%	172
2025 Q3	$1.26M	Buy	27,096 +469	+2%	+$21K	0.1%	142
2025 Q2	$1.13M	Sell	26,627 -23,859	-47%	-$962K	0.11%	135
2025 Q1	$2.06M	Sell	50,486 -12,775	-20%	-$563K	0.21%	105
2024 Q4	$2.84M	Buy	63,261 +1,034	+2%	+$48.1K	0.28%	88
2024 Q3	$2.83M	Sell	62,227 -18,634	-23%	-$819K	0.28%	89
2024 Q2	$3.36M	Hold	80,861	–	–	0.36%	76
2024 Q1	$3.48M	Buy	80,861 +13,130	+19%	+$543K	0.35%	80
2023 Q4	$2.86M	Buy	67,731 +7,273	+12%	+$274K	0.39%	43
2023 Q3	$2.23M	Buy	60,458 +16,798	+38%	+$654K	0.3%	55
2023 Q2	$1.7M	Buy	43,660 +56	+0.1%	+$2.08K	0.22%	77
2023 Q1	$1.65M	Buy	43,604 +17,187	+65%	+$671K	0.22%	81
2022 Q4	$977K	Buy	26,417 +11,723	+80%	+$439K	0.14%	133
2022 Q3	$501K	Sell	14,694 -461	-3%	-$17.4K	0.07%	160
2022 Q2	$546K	Buy	+15,155	New	+$588K	0.08%	160
2020 Q3	–	Sell	-1,211	Closed	-$33K	–	442
2020 Q2	$33K	Buy	+1,211	New	+$29.8K	0.01%	212

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

Transamerica Financial Advisors's SPSM Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $158K and leaving 21,236 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #187.

Transamerica Financial Advisors first reported a position in SPSM in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Transamerica Financial Advisors held 21,236 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.22M as of Q2 2026.
Transamerica Financial Advisors sold 2,950 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $158K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #187 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 18 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.48M in Q1 2024.
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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.