CFP
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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cypress Financial Planning's SPSM Position: Q2 2026 in Review

Cypress Financial Planning reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.5% in Q2 2026, selling an estimated $6.78K and leaving 4,861 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #89.

Cypress Financial Planning first reported a position in SPSM in Q3 2024 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Cypress Financial Planning held 4,861 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $280K as of Q2 2026.
  • Cypress Financial Planning sold 127 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.78K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #89 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 6 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.