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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's SPSM Position: Q1 2026 in Review

Avantax Planning Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.6% in Q1 2026, buying an estimated $15.4K and bringing the position to 7,134 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #330.

Avantax Planning Partners first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Avantax Planning Partners held 7,134 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $345K as of Q1 2026.
  • Avantax Planning Partners bought 312 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 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 Q1 2026, its #330 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 8 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.