Center for Financial Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Center for Financial Planning’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	$28.8K	Hold	500	–	–	﹤0.01%	390
2026 Q1	$24.2K	Sell	500 -30	-6%	-$1.49K	﹤0.01%	394
2025 Q4	$24.8K	Buy	530 +30	+6%	+$1.4K	﹤0.01%	389
2025 Q3	$23.2K	Hold	500	–	–	﹤0.01%	400
2025 Q2	$21.3K	Hold	500	–	–	﹤0.01%	386
2025 Q1	$20.4K	Hold	500	–	–	﹤0.01%	391
2024 Q4	$22.5K	Hold	500	–	–	﹤0.01%	338
2024 Q3	$22.8K	Hold	500	–	–	﹤0.01%	325
2024 Q2	$20.8K	Hold	500	–	–	﹤0.01%	319
2024 Q1	$21.5K	Hold	500	–	–	﹤0.01%	317
2023 Q4	$21.1K	Hold	500	–	–	﹤0.01%	307
2023 Q3	$18.4K	Hold	500	–	–	﹤0.01%	307
2023 Q2	$19.4K	Hold	500	–	–	﹤0.01%	318
2023 Q1	$18.9K	Hold	500	–	–	﹤0.01%	295
2022 Q4	$18.5K	Hold	500	–	–	﹤0.01%	294
2022 Q3	$17K	Hold	500	–	–	﹤0.01%	304
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	302
2022 Q1	$21K	Hold	500	–	–	﹤0.01%	299
2021 Q4	$22K	Hold	500	–	–	﹤0.01%	303
2021 Q3	$21K	Hold	500	–	–	0.01%	303
2021 Q2	$22K	Hold	500	–	–	0.01%	299
2021 Q1	$21K	Hold	500	–	–	0.01%	304
2020 Q4	$18K	Buy	+500	New	+$16K	0.01%	299

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 22.96% 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

Center for Financial Planning's SPSM Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 500 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Center for Financial Planning first reported a position in SPSM in Q4 2020 and has held it in 23 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Center for Financial Planning held 500 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $28.8K as of Q2 2026.
Center for Financial Planning left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #390 holding.
Center for Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.