BFC Planning, Inc.’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
BFC Planning, Inc.'s SPSM Position: Q2 2026 in Review
BFC Planning, Inc. increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 20% in Q2 2026, buying an estimated $133K and bringing the position to 15,230 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #434.
BFC Planning, Inc. first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,061 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- BFC Planning, Inc. held 15,230 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $878K as of Q2 2026.
- BFC Planning, Inc. bought 2,488 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $133K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #434 holding.
- BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
- 1,061 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.