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

Mark Sheptoff 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 		$7.5K Sell
130
-200
-61% -$10.7K ﹤0.01% 398
2026
Q1 		$17.7K Hold
330
– – 0.01% 281
2025
Q4 		$15.5K Buy
330
+200
+154% +$9.33K 0.01% 303
2025
Q3 		$6.02K Buy
+130
New +$5.83K ﹤0.01% 393

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPSM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 61% in Q2 2026, selling an estimated $10.7K and leaving 130 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Mark Sheptoff Financial Planning first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 130 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.5K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 200 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $10.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #398 holding.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $17.7K in Q1 2026.
  • 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 Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.