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

Pinnacle Wealth Planning Services’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 		$90.4M Buy
1,871,039
+61,540
+3% +$3.05M 9.34% 2
2025
Q4 		$84.8M Buy
1,809,499
+56,885
+3% +$2.65M 8.85% 2
2025
Q3 		$81.2M Buy
1,752,614
+92,383
+6% +$4.14M 9.51% 2
2025
Q2 		$70.7M Buy
1,660,231
+45,940
+3% +$1.85M 9.3% 2
2025
Q1 		$65.8M Buy
1,614,291
+102,520
+7% +$4.52M 9.89% 3
2024
Q4 		$67.9M Buy
1,511,771
+3,594
+0.2% +$167K 10.2% 3
2024
Q3 		$68.6M Buy
1,508,177
+35,140
+2% +$1.54M 9.32% 3
2024
Q2 		$61.2M Buy
1,473,037
+60,978
+4% +$2.54M 8.74% 3
2024
Q1 		$60.8M Buy
1,412,059
+41,968
+3% +$1.73M 8.9% 3
2023
Q4 		$57.8M Sell
1,370,091
-62,427
-4% -$2.35M 9.08% 3
2023
Q3 		$52.9M Buy
1,432,518
+31,298
+2% +$1.22M 8.71% 3
2023
Q2 		$54.4M Buy
1,401,220
+145,607
+12% +$5.41M 8.79% 3
2023
Q1 		$47.4M Buy
1,255,613
+14,971
+1% +$585K 7.88% 3
2022
Q4 		$45.9M Buy
1,240,642
+410,945
+50% +$15.4M 8.15% 3
2022
Q3 		$28.3M Buy
829,697
+53,864
+7% +$2.04M 5.22% 4
2022
Q2 		$27.9M Buy
775,833
+152,656
+24% +$5.92M 5.01% 4
2022
Q1 		$26.2M Buy
623,177
+325,707
+109% +$13.7M 4.78% 3
2021
Q4 		$13.3M Buy
297,470
+71,852
+32% +$3.19M 2.6% 5
2021
Q3 		$9.37M Buy
225,618
+12,708
+6% +$545K 2.07% 9
2021
Q2 		$9.11M Buy
212,910
+4,003
+2% +$174K 2.12% 9
2021
Q1 		$8.6M Sell
208,907
-10,120
-5% -$412K 2.21% 9
2020
Q4 		$7.68M Sell
219,027
-1,122
-0.5% -$35.9K 1.83% 8
2020
Q3 		$5.93M Sell
220,149
-20,983
-9% -$585K 1.96% 9
2020
Q2 		$6.32M Buy
241,132
+56,310
+30% +$1.38M 2.05% 10
2020
Q1 		$3.98M Buy
184,822
+28,337
+18% +$821K 1.89% 10
2019
Q4 		$5.11M Sell
156,485
-5,934
-4% -$185K 2.4% 5
2019
Q3 		$4.59M Buy
162,419
+28,583
+21% +$862K 2.5% 7
2019
Q2 		$4.1M Buy
133,836
+25,954
+24% +$789K 2.47% 6
2019
Q1 		$3.26M Sell
107,882
-10,156
-9% -$302K 2.19% 8
2018
Q4 		$3.11M Buy
118,038
+53,610
+83% +$1.58M 1.99% 11
2018
Q3 		$2.14M Buy
64,428
+6,147
+11% +$205K 1.96% 7
2018
Q2 		$1.88M Buy
58,281
+5,520
+10% +$174K 1.83% 6
2018
Q1 		$1.58M Buy
52,761
+35,525
+206% +$1.08M 1.62% 6
2017
Q4 		$520K Buy
+17,236
New +$511K 1.06% 23

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

Pinnacle Wealth Planning Services's SPSM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.4% in Q1 2026, buying an estimated $3.05M and bringing the position to 1,871,039 shares worth $90.4M. The position accounts for 9.34% of the portfolio, ranked #2.

Pinnacle Wealth Planning Services first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,871,039 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $90.4M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 61,540 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.05M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 9.34% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.