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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Planning Group's SPSM Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 472% in Q2 2026, buying an estimated $12.6K and bringing the position to 286 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Cornerstone Planning Group first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.5K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Cornerstone Planning Group held 286 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.2K as of Q2 2026.
  • Cornerstone Planning Group bought 236 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $12.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #733 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $48.5K in Q4 2022.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.