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

Capital Planning Advisors’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
2025
Q2 		– Sell
-8,298
Closed -$338K – 141
2025
Q1 		$338K Sell
8,298
-7,014
-46% -$309K 0.05% 114
2024
Q4 		$688K Buy
15,312
+1,717
+13% +$79.9K 0.11% 89
2024
Q3 		$619K Sell
13,595
-828
-6% -$36.4K 0.09% 90
2024
Q2 		$599K Buy
14,423
+226
+2% +$9.42K 0.1% 90
2024
Q1 		$611K Buy
14,197
+50
+0.4% +$2.07K 0.11% 92
2023
Q4 		$597K Buy
14,147
+1,060
+8% +$39.9K 0.11% 92
2023
Q3 		$483K Buy
13,087
+182
+1% +$7.09K 0.1% 90
2023
Q2 		$501K Sell
12,905
-1,427
-10% -$53K 0.1% 93
2023
Q1 		$541K Sell
14,332
-3,009
-17% -$117K 0.12% 86
2022
Q4 		$641K Buy
17,341
+4,007
+30% +$150K 0.15% 77
2022
Q3 		$454K Buy
13,334
+2,153
+19% +$81.5K 0.12% 87
2022
Q2 		$402K Sell
11,181
-30
-0.3% -$1.16K 0.11% 96
2022
Q1 		$472K Buy
+11,211
New +$472K 0.1% 108

Other funds holding SPSM

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

Capital Planning Advisors's SPSM Position: Q2 2025 in Review

Capital Planning Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 8,298 shares — an estimated $338K sold.

Capital Planning Advisors first reported a position in SPSM in Q1 2022 and held it in 13 quarters. The position peaked at $688K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Capital Planning Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 8,298 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $338K.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 13 quarters.
  • Capital Planning Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $688K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Capital Planning Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.