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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keener Financial Planning's SPSM Position: Q1 2026 in Review

Keener Financial Planning increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.22% in Q1 2026, buying an estimated $2.38K and bringing the position to 21,467 shares worth $1.04M. 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 10 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Keener Financial Planning held 21,467 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.04M as of Q1 2026.
Keener Financial Planning bought 48 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.38K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.44% of Keener Financial Planning's portfolio in Q1 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 10 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.