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

Journey Retirement Planning & Investment Management’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 		– Sell
-9,916
Closed -$465K – 224
2025
Q4 		$465K Buy
+9,916
New +$462K 0.1% 152

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPSM Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 9,916 shares — an estimated $465K sold.

Journey Retirement Planning & Investment Management first reported a position in SPSM in Q4 2025 and held it in 1 quarter. The position peaked at $465K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 9,916 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $465K.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $465K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.