Cornerstone Planning Group
SPSM icon

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

Cornerstone Planning Group’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
Q3 		– Sell
-286
Closed -$16.2K – 1473
2026
Q2 		$16.2K Buy
286
+236
+472% +$12.6K ﹤0.01% 733
2026
Q1 		$2.67K Hold
50
– – ﹤0.01% 1239
2025
Q4 		$2.46K Sell
50
-10
-17% -$466 ﹤0.01% 1149
2025
Q3 		$1.82K Buy
60
+11
+22% +$493 ﹤0.01% 1183
2025
Q2 		$2.12K Hold
49
– – ﹤0.01% 930
2025
Q1 		$1.87K Hold
49
– – ﹤0.01% 1002
2024
Q4 		$2.26K Sell
49
-103
-68% -$4.79K ﹤0.01% 768
2024
Q3 		$6.83K Hold
152
– – ﹤0.01% 500
2024
Q2 		$6.33K Sell
152
-370
-71% -$15.4K ﹤0.01% 526
2024
Q1 		$21.8K Sell
522
-29
-5% -$1.2K 0.01% 285
2023
Q4 		$23.2K Sell
551
-116
-17% -$4.37K 0.01% 297
2023
Q3 		$24.6K Sell
667
-218
-25% -$8.49K 0.01% 278
2023
Q2 		$34.4K Buy
+885
New +$32.9K 0.01% 314
2022
Q4 		$48.5K Buy
+1,259
New +$47.2K 0.02% 272

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Cornerstone Planning Group's SPSM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 286 shares — an estimated $16.2K sold.

Cornerstone Planning Group first reported a position in SPSM in Q4 2022 and held it in 14 quarters. The position peaked at $48.5K in Q4 2022. 253 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 286 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $16.2K.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $48.5K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.