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

Leicht 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 Q1	$18.2M	Sell	376,612 -5,065	-1%	-$251K	8.25%	6
2025 Q4	$17.9M	Sell	381,677 -6,027	-2%	-$281K	8%	6
2025 Q3	$18M	Sell	387,704 -2,585	-0.7%	-$116K	8.1%	6
2025 Q2	$16.6M	Buy	390,289 +5,333	+1%	+$215K	7.9%	6
2025 Q1	$15.7M	Buy	384,956 +7,531	+2%	+$332K	8.21%	6
2024 Q4	$17M	Buy	377,425 +863	+0.2%	+$40.1K	8.67%	4
2024 Q3	$17.1M	Buy	376,562 +719	+0.2%	+$31.6K	8.63%	5
2024 Q2	$15.6M	Buy	375,843 +9,094	+2%	+$379K	8.31%	6
2024 Q1	$15.8M	Buy	366,749 +88,015	+32%	+$3.64M	8.65%	5
2023 Q4	$11.8M	Sell	278,734 -1,819	-0.6%	-$68.5K	6.74%	6
2023 Q3	$10.4M	Buy	280,553 +9,493	+4%	+$370K	6.39%	6
2023 Q2	$10.5M	Sell	271,060 -230,295	-46%	-$8.56M	6.36%	6
2023 Q1	$18.9M	Buy	501,355 +30,214	+6%	+$1.18M	11.66%	2
2022 Q4	$17.4M	Sell	471,141 -19,954	-4%	-$747K	11.68%	1
2022 Q3	$16.7M	Buy	491,095 +23,330	+5%	+$883K	11.96%	1
2022 Q2	$16.8M	Buy	467,765 +4,334	+0.9%	+$168K	11.39%	1
2022 Q1	$19.5M	Buy	463,431 +12,400	+3%	+$522K	11.61%	1
2021 Q4	$20.2M	Sell	451,031 -4,460	-1%	-$198K	11.5%	2
2021 Q3	$19.3M	Sell	455,491 -61,466	-12%	-$2.63M	11.58%	2
2021 Q2	$21.8M	Buy	516,957 +108,916	+27%	+$4.73M	13.22%	2
2021 Q1	$17.2M	Buy	408,041 +261,120	+178%	+$10.6M	11.16%	2
2020 Q4	$5.26M	Buy	146,921 +7,950	+6%	+$255K	3.57%	13
2020 Q3	$3.8M	Buy	+138,971	New	+$3.87M	2.82%	14

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

Leicht Financial Planning & Wealth Management's SPSM Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.3% in Q1 2026, selling an estimated $251K and leaving 376,612 shares worth $18.2M. The position accounts for 8.25% of the portfolio, ranked #6.

Leicht Financial Planning & Wealth Management first reported a position in SPSM in Q3 2020 and has held it in 23 quarters since. The position peaked at $21.8M in Q2 2021. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Leicht Financial Planning & Wealth Management held 376,612 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.2M as of Q1 2026.
Leicht Financial Planning & Wealth Management sold 5,065 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $251K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 8.25% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #6 holding.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 23 quarters since.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.8M in Q2 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.