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

Investment Planning Advisors’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 		$632K Buy
13,073
+647
+5% +$32K 0.17% 58
2025
Q4 		$582K Sell
12,426
-201
-2% -$9.37K 0.17% 55
2025
Q3 		$585K Sell
12,627
-5,912
-32% -$265K 0.18% 52
2025
Q2 		$790K Sell
18,539
-6,643
-26% -$268K 0.28% 35
2025
Q1 		$1.03M Sell
25,182
-138,068
-85% -$6.08M 0.42% 29
2024
Q4 		$7.33M Buy
163,250
+27,363
+20% +$1.27M 3.2% 12
2024
Q3 		$5.64M Hold
135,887
– – 2.88% 13
2024
Q2 		$5.64M Buy
+135,887
New +$5.66M 2.88% 13

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

Investment Planning Advisors's SPSM Position: Q1 2026 in Review

Investment Planning Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.2% in Q1 2026, buying an estimated $32K and bringing the position to 13,073 shares worth $632K. The position accounts for 0.17% of the portfolio, ranked #58.

Investment Planning Advisors first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.33M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Investment Planning Advisors held 13,073 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $632K as of Q1 2026.
  • Investment Planning Advisors bought 647 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $32K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Investment Planning Advisors's portfolio in Q1 2026, its #58 holding.
  • Investment Planning Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Investment Planning Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.33M in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.