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

Cypress 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 Q3	$259K	Buy	4,909 +48	+1%	+$2.7K	0.07%	86
2026 Q2	$280K	Sell	4,861 -127	-3%	-$6.78K	0.07%	89
2026 Q1	$241K	Sell	4,988 -131	-3%	-$6.49K	0.07%	97
2025 Q4	$243K	Sell	5,119 -126	-2%	-$5.88K	0.07%	98
2025 Q3	$243K	Buy	5,245 +33	+0.6%	+$1.48K	0.07%	79
2025 Q2	$222K	Buy	+5,212	New	+$210K	0.07%	78
2024 Q4	–	Sell	-4,567	Closed	-$208K	–	85
2024 Q3	$208K	Buy	+4,567	New	+$201K	0.08%	72

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Cypress Financial Planning's SPSM Position: Q3 2026 in Review

Cypress Financial Planning increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.99% in Q3 2026, buying an estimated $2.7K and bringing the position to 4,909 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #86.

Cypress Financial Planning first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Cypress Financial Planning held 4,909 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $259K as of Q3 2026.
Cypress Financial Planning bought 48 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $2.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #86 holding.
Cypress Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
Cypress Financial Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $280K in Q2 2026.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.