Pinnacle Wealth Planning Services’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 | $111M | Buy |
1,920,706
+49,667
| +3% | +$2.65M | 10.55% | 1 |
|
|
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
VA
CCWA
Pinnacle Wealth Planning Services's SPSM Position: Q2 2026 in Review
Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q2 2026, buying an estimated $2.65M and bringing the position to 1,920,706 shares worth $111M. The position accounts for 10.55% of the portfolio, ranked #1.
Pinnacle Wealth Planning Services first reported a position in SPSM in Q4 2017 and has held it in 35 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Pinnacle Wealth Planning Services held 1,920,706 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $111M as of Q2 2026.
- Pinnacle Wealth Planning Services bought 49,667 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.65M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 10.55% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1 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 35 quarters since.
- 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.