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

Planning Strategies’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	$1.09M	Sell	20,563 -3,004	-13%	-$169K	0.64%	25
2026 Q2	$1.36M	Buy	+23,567	New	+$1.26M	0.85%	22

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Planning Strategies's SPSM Position: Q3 2026 in Review

Planning Strategies reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q3 2026, selling an estimated $169K and leaving 20,563 shares worth $1.09M. The position accounts for 0.64% of the portfolio, ranked #25.

Planning Strategies first reported a position in SPSM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.36M in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Planning Strategies held 20,563 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.09M as of Q3 2026.
Planning Strategies sold 3,004 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $169K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.64% of Planning Strategies's portfolio in Q3 2026, its #25 holding.
Planning Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2026 and has held it in 2 quarters since.
Planning Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.36M in Q2 2026.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.