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 Q2	$1.36M	Buy	+23,567	New	+$1.26M	0.85%	22

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's SPSM Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 23,567 shares worth $1.36M. The stake represents 0.85% of the portfolio and ranks #22 among its holdings.

1,008 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Planning Strategies held 23,567 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.36M as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Planning Strategies position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.85% of Planning Strategies's portfolio in Q2 2026, its #22 holding.
1,008 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.