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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$458K Buy
7,941
+29
+0.4% +$1.55K 0.34% 39
2026
Q1
$382K Buy
7,912
+27
+0.3% +$1.34K 0.34% 42
2025
Q4
$369K Buy
+7,885
New +$368K 0.36% 44

Other funds holding SPSM

Oath Planning's SPSM Position: Q2 2026 in Review

Oath Planning increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.37% in Q2 2026, buying an estimated $1.55K and bringing the position to 7,941 shares worth $458K. The position accounts for 0.34% of the portfolio, ranked #39.

Oath Planning first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Oath Planning held 7,941 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $458K as of Q2 2026.
  • Oath Planning bought 29 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.55K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.34% of Oath Planning's portfolio in Q2 2026, its #39 holding.
  • Oath Planning first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.