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Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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
Q2 		$3.21M Buy
55,631
+102
+0.2% +$5.45K 0.91% 24
2026
Q1 		$2.68M Buy
55,529
+324
+0.6% +$16K 0.91% 24
2025
Q4 		$2.59M Buy
55,205
+264
+0.5% +$12.3K 0.9% 21
2025
Q3 		$2.54M Buy
54,941
+533
+1% +$23.9K 0.93% 21
2025
Q2 		$2.32M Sell
54,408
-2,294
-4% -$92.5K 0.93% 25
2025
Q1 		$2.3M Sell
56,702
-79
-0.1% -$3.48K 1.04% 23
2024
Q4 		$2.55M Sell
56,781
-3,989
-7% -$186K 1.2% 19
2024
Q3 		$2.77M Sell
60,770
-4,003
-6% -$176K 1.35% 20
2024
Q2 		$2.69M Sell
64,773
-1,868
-3% -$77.8K 1.48% 18
2024
Q1 		$2.87M Sell
66,641
-2,136
-3% -$88.3K 1.72% 16
2023
Q4 		$2.9M Buy
+68,777
New +$2.59M 2.1% 15

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SPSM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.18% in Q2 2026, buying an estimated $5.45K and bringing the position to 55,631 shares worth $3.21M. The position accounts for 0.91% of the portfolio, ranked #24.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 546 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 55,631 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.21M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 102 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.45K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.91% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.