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

Keener Financial Planning’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	$1.24M	Hold	21,467	–	–	0.44%	16
2026 Q1	$1.04M	Buy	21,467 +48	+0.2%	+$2.38K	0.44%	16
2025 Q4	$1M	Hold	21,419	–	–	0.43%	17
2025 Q3	$992K	Hold	21,419	–	–	0.46%	15
2025 Q2	$912K	Buy	21,419 +2,656	+14%	+$107K	0.45%	15
2025 Q1	$764K	Sell	18,763 -2,511	-12%	-$111K	0.5%	13
2024 Q4	$955K	Buy	21,274 +769	+4%	+$35.8K	0.56%	13
2024 Q3	$933K	Sell	20,505 -792	-4%	-$34.8K	0.61%	14
2024 Q2	$884K	Buy	21,297 +65	+0.3%	+$2.71K	0.58%	15
2024 Q1	$914K	Sell	21,232 -13	-0.1%	-$537	0.63%	13
2023 Q4	$896K	Buy	+21,245	New	+$800K	0.69%	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

Keener Financial Planning's SPSM Position: Q2 2026 in Review

Keener Financial Planning held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 21,467 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #16.

Keener Financial Planning first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Keener Financial Planning held 21,467 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.24M as of Q2 2026.
Keener Financial Planning left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.44% of Keener Financial Planning's portfolio in Q2 2026, its #16 holding.
Keener Financial Planning 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.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.