McClarren Financial Advisors, Inc. SPSM — SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF

Ownership history in McClarren Financial Advisors, Inc.  ·  22 quarters on record

AI Ownership Summary

McClarren Financial Advisors, Inc. reported SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF (SPSM) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.97% in 2024 Q3. The latest visible filing shows SPSM at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McClarren Financial Advisors, Inc.'s position in SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPSM was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPSM stock page McClarren Financial Advisors, Inc. fund profile McClarren Financial Advisors, Inc. full holdings
How McClarren Financial Advisors, Inc. held SPSM — position size vs. price
% of Fund (quarterly)    SPSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,713 -1,418 -11.7% 0.32% $618K 2026-07-17 $56.76
2026 Q1 ADDED — — — 12,131 +6,895 +131.7% 0.35% $586K 2026-04-16 $51.43
2025 Q4 REDUCED 38.5% +3.5% ❌ 5,236 -3,276 -38.5% 0.34% $576K 2026-01-13 $48.94
2025 Q3 REDUCED 35.4% +3.6% ❌ 8,512 -4,667 -35.4% 0.36% $584K 2025-10-15 $45.93
2025 Q2 ADDED — — — 13,179 +4,132 +45.7% 0.37% $561K 2025-08-07 $42.42
2025 Q1 REDUCED 30.4% +5.0% ❌ 9,047 -3,946 -30.4% 0.35% $534K 2025-05-09 $39.58
2024 Q4 ADDED — — — 12,993 +3,175 +32.3% 1.64% $583K 2025-01-29 $45.04
2024 Q3 ADDED — — — 9,818 +8,739 +809.9% 2.97% $23.6M 2024-10-18 $44.56
2024 Q2 REDUCED 24.1% +10.1% ❌ 1,079 -342 -24.1% 0.45% $648K 2024-07-26 $44.22
2024 Q1 REDUCED 92.5% -3.9% ✅ 1,421 -17,570 -92.5% 0.61% $821K 2024-05-03 $40.10
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPSM

As of 2026 Q2 — sorted by position size

Taylor & Morgan Wealth Management, LLC 3Y 8.58% TRUE BLUE FINANCIAL, LLC 4.43% Windsor Capital Management, LLC 3Y 7Y 4.36% Roan Capital Partners 4.26% Private Wealth Group, LLC 3Y 7Y 4.09% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 3.81% LEGACY SOLUTIONS, LLC 3.49% Crews Bank & Trust 3.43% Boston Standard Wealth Management, LLC 3Y 7Y 3.16% RAINIER FAMILY WEALTH INC 2.97%

FAQ About McClarren Financial Advisors, Inc. and SPSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has McClarren Financial Advisors, Inc. reported owning SPSM?

McClarren Financial Advisors, Inc. reported SPSM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPSM position in McClarren Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SPSM was 2.97% in 2024 Q3.

What is the latest reported SPSM position on this page?

The most recent filing on this page is 2026 Q2, when McClarren Financial Advisors, Inc. reported 10,713 shares, equal to 0.32% of portfolio, with an estimated market value of $618K.

What does the chart on this SPSM ownership page compare?

The chart compares McClarren Financial Advisors, Inc.'s quarterly SPSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McClarren Financial Advisors, Inc. time their SPSM position?

Based on 13F filing dates vs. subsequent SPSM price moves, McClarren Financial Advisors, Inc. correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on SPSM relative to SPY over the holding period was -5.0%.

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