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TS Financial Group (TSFG)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

TS Financial Group (TSFG)’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 		$314K Buy
5,451
+5
+0.1% +$267 0.04% 154
2026
Q1 		$263K Buy
5,446
+4
+0.1% +$198 0.04% 155
2025
Q4 		$255K Sell
5,442
-277
-5% -$12.9K 0.04% 155
2025
Q3 		$265K Sell
5,719
-315
-5% -$14.1K 0.04% 156
2025
Q2 		$257K Buy
6,034
+7
+0.1% +$282 0.05% 152
2025
Q1 		$246K Buy
6,027
+6
+0.1% +$264 0.05% 141
2024
Q4 		$270K Sell
6,021
-2,491
-29% -$116K 0.06% 134
2024
Q3 		$387K Buy
8,512
+7
+0.1% +$308 0.08% 110
2024
Q2 		$353K Buy
8,505
+2,280
+37% +$95K 0.08% 112
2024
Q1 		$268K Sell
6,225
-3,415
-35% -$141K 0.07% 123
2023
Q4 		$407K Sell
9,640
-12,224
-56% -$461K 0.13% 94
2023
Q3 		$807K Buy
21,864
+15,146
+225% +$590K 0.29% 63
2023
Q2 		$261K Buy
6,718
+2,917
+77% +$108K 0.1% 110
2023
Q1 		$144K Sell
3,801
-1,681
-31% -$65.6K 0.05% 155
2022
Q4 		$203K Sell
5,482
-119
-2% -$4.46K 0.08% 124
2022
Q3 		$191K Sell
5,601
-599
-10% -$22.7K 0.09% 116
2022
Q2 		$223K Sell
6,200
-449
-7% -$17.4K 0.1% 104
2022
Q1 		$280K Sell
6,649
-248
-4% -$10.4K 0.1% 94
2021
Q4 		$308K Sell
6,897
-649
-9% -$28.8K 0.11% 90
2021
Q3 		$321K Buy
7,546
+4,300
+132% +$184K 0.13% 87
2021
Q2 		$143K Buy
3,246
+1,262
+64% +$54.8K 0.06% 166
2021
Q1 		$84K Buy
+1,984
New +$80.8K 0.04% 199

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TS Financial Group (TSFG)'s SPSM Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.09% in Q2 2026, buying an estimated $267 and bringing the position to 5,451 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #154.

TS Financial Group (TSFG) first reported a position in SPSM in Q1 2021 and has held it in 22 quarters since. The position peaked at $807K in Q3 2023. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • TS Financial Group (TSFG) held 5,451 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $314K as of Q2 2026.
  • TS Financial Group (TSFG) bought 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $267.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #154 holding.
  • TS Financial Group (TSFG) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • TS Financial Group (TSFG)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $807K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.