Plante Moran Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Plante Moran Financial Advisors’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	$59.6K	Buy	1,033 +495	+92%	+$26.4K	﹤0.01%	321
2026 Q1	$26K	Buy	538 +26	+5%	+$1.29K	﹤0.01%	402
2025 Q4	$24K	Buy	512 +19	+4%	+$886	﹤0.01%	428
2025 Q3	$22.8K	Sell	493 -20	-4%	-$897	﹤0.01%	447
2025 Q2	$21.9K	Buy	513 +20	+4%	+$807	﹤0.01%	463
2025 Q1	$20.1K	Hold	493	–	–	﹤0.01%	484
2024 Q4	$22.1K	Hold	493	–	–	﹤0.01%	478
2024 Q3	$22.4K	Hold	493	–	–	﹤0.01%	508
2024 Q2	$20.5K	Sell	493 -745	-60%	-$31K	﹤0.01%	473
2024 Q1	$53.3K	Sell	1,238 -342	-22%	-$14.1K	0.01%	324
2023 Q4	$66.6K	Buy	1,580 +342	+28%	+$12.9K	0.01%	294
2023 Q3	$45.7K	Sell	1,238 -88	-7%	-$3.43K	0.01%	302
2023 Q2	$51.5K	Buy	+1,326	New	+$49.3K	0.01%	296

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

Plante Moran Financial Advisors's SPSM Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 92% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,033 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Plante Moran Financial Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $66.6K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Plante Moran Financial Advisors held 1,033 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $59.6K as of Q2 2026.
Plante Moran Financial Advisors bought 495 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $26.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #321 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $66.6K in Q4 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.