RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$779K	Buy	13,508 +12,448	+1,174%	+$665K	0.1%	47
2026 Q1	$51.2K	Buy	1,060 +4	+0.4%	+$198	0.01%	163
2025 Q4	$49.5K	Buy	1,056 +5	+0.5%	+$233	0.01%	166
2025 Q3	$48.7K	Buy	1,051 +470	+81%	+$21.1K	0.01%	164
2025 Q2	$24.7K	Buy	581 +3	+0.5%	+$121	﹤0.01%	241
2025 Q1	$23.6K	Buy	578 +2	+0.3%	+$88	0.01%	207
2024 Q4	$25.9K	Buy	576 +3	+0.5%	+$140	0.01%	201
2024 Q3	$26.1K	Buy	573 +3	+0.5%	+$132	0.01%	195
2024 Q2	$23.7K	Buy	570 +3	+0.5%	+$125	0.01%	291
2024 Q1	$24.4K	Buy	567 +2	+0.4%	+$83	0.01%	271
2023 Q4	$23.8K	Buy	565 +4	+0.7%	+$151	0.01%	194
2023 Q3	$20.7K	Buy	561 +1	+0.2%	+$39	0.01%	196
2023 Q2	$21.8K	Buy	+560	New	+$20.8K	0.01%	196

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's SPSM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1,174% in Q2 2026, buying an estimated $665K and bringing the position to 13,508 shares worth $779K. The position accounts for 0.1% of the portfolio, ranked #47.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 404 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 13,508 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $779K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 12,448 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $665K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #47 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.