Plan A Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Plan A Wealth’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	$259K	Sell	4,901 -787	-14%	-$44.3K	0.09%	155
2026 Q2	$328K	Sell	5,688 -384	-6%	-$20.5K	0.14%	117
2026 Q1	$293K	Sell	6,072 -1,635	-21%	-$80.9K	0.14%	122
2025 Q4	$361K	Sell	7,707 -3,418	-31%	-$159K	0.18%	102
2025 Q3	$515K	Sell	11,125 -13,476	-55%	-$604K	0.26%	67
2025 Q2	$1.05M	Sell	24,601 -20,695	-46%	-$835K	0.59%	25
2025 Q1	$1.85M	Sell	45,296 -14,533	-24%	-$640K	1.43%	19
2024 Q4	$2.69M	Buy	+59,829	New	+$2.78M	2.46%	10

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Plan A Wealth's SPSM Position: Q3 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q3 2026, selling an estimated $44.3K and leaving 4,901 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #155.

Plan A Wealth first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q4 2024. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Plan A Wealth held 4,901 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $259K as of Q3 2026.
Plan A Wealth sold 787 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $44.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #155 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.69M in Q4 2024.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.