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

Intrepid Financial 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
Q1 		$337K Sell
6,973
-13
-0.2% -$644 0.14% 99
2025
Q4 		$327K Buy
6,986
+8
+0.1% +$373 0.12% 95
2025
Q3 		$323K Sell
6,978
-9
-0.1% -$404 0.12% 97
2025
Q2 		$298K Buy
6,987
+178
+3% +$7.18K 0.13% 98
2025
Q1 		$278K Buy
6,809
+227
+3% +$10K 0.13% 98
2024
Q4 		$296K Buy
6,582
+112
+2% +$5.21K 0.12% 98
2024
Q3 		$294K Buy
+6,470
New +$284K 0.13% 98
2024
Q2 		– Sell
-39,001
Closed -$1.68M – 135
2024
Q1 		$1.68M Buy
39,001
+897
+2% +$37.1K 0.73% 37
2023
Q4 		$1.61M Sell
38,104
-526
-1% -$19.8K 0.77% 33
2023
Q3 		$1.43M Sell
38,630
-6,208
-14% -$242K 0.74% 34
2023
Q2 		$1.74M Sell
44,838
-412
-0.9% -$15.3K 0.84% 34
2023
Q1 		$1.71M Sell
45,250
-1,589
-3% -$62K 0.86% 33
2022
Q4 		$1.73M Buy
46,839
+7,405
+19% +$277K 0.94% 26
2022
Q3 		$1.34M Sell
39,434
-28
-0.1% -$1.06K 0.76% 34
2022
Q2 		$1.42M Buy
+39,462
New +$1.53M 0.78% 33

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intrepid Financial Planning Group's SPSM Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q1 2026, selling an estimated $644 and leaving 6,973 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #99.

Intrepid Financial Planning Group first reported a position in SPSM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Intrepid Financial Planning Group held 6,973 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $337K as of Q1 2026.
  • Intrepid Financial Planning Group sold 13 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $644.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #99 holding.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • Intrepid Financial Planning Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.74M in Q2 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.