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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plan A Wealth's SPSM Position: Q2 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.3% in Q2 2026, selling an estimated $20.5K and leaving 5,688 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #117.

Plan A Wealth first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Plan A Wealth held 5,688 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $328K as of Q2 2026.
Plan A Wealth sold 384 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $20.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #117 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 7 quarters since.
Plan A Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.69M in Q4 2024.
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 Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.