Next Level Wealth Planning’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Next Level Wealth 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 Q3	$5.23K	Buy	+99	New	+$5.57K	﹤0.01%	381

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Next Level Wealth Planning's SPSM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 99 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Next Level Wealth Planning held 99 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.23K as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #381 holding.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.