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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPSM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 330 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Mark Sheptoff Financial Planning first reported a position in SPSM in Q3 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 330 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.7K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #281 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 3 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 Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.