Avantax Planning Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Avantax Planning Partners’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	$395K	Sell	6,845 -289	-4%	-$15.4K	0.01%	323
2026 Q1	$345K	Buy	7,134 +312	+5%	+$15.4K	0.01%	330
2025 Q4	$320K	Buy	6,822 +119	+2%	+$5.55K	0.01%	348
2025 Q3	$310K	Hold	6,703	–	–	0.01%	344
2025 Q2	$286K	Hold	6,703	–	–	0.01%	357
2025 Q1	$273K	Hold	6,703	–	–	0.01%	355
2024 Q4	$301K	Hold	6,703	–	–	0.01%	332
2024 Q3	$305K	Sell	6,703 -160	-2%	-$7.03K	0.01%	329
2024 Q2	$285K	Buy	+6,863	New	+$286K	0.01%	367

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 22.9% 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

Avantax Planning Partners's SPSM Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q2 2026, selling an estimated $15.4K and leaving 6,845 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #323.

Avantax Planning Partners first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Avantax Planning Partners held 6,845 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $395K as of Q2 2026.
Avantax Planning Partners sold 289 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $15.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #323 holding.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.