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 Q2	$757K	Buy	13,132 +59	+0.5%	+$3.15K	0.18%	53
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Investment Planning Advisors's SPSM Position: Q2 2026 in Review

Investment Planning Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.45% in Q2 2026, buying an estimated $3.15K and bringing the position to 13,132 shares worth $757K. The position accounts for 0.18% of the portfolio, ranked #53.

Investment Planning Advisors first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.33M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Investment Planning Advisors held 13,132 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $757K as of Q2 2026.
Investment Planning Advisors bought 59 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.15K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Investment Planning Advisors's portfolio in Q2 2026, its #53 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 9 quarters since.
Investment Planning Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.33M in Q4 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.