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Retirement Planning Company of New England’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Retirement Planning Company of New England’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 		$743K Sell
12,884
-160
-1% -$8.54K 0.27% 106
2026
Q1 		$630K Sell
13,044
-134
-1% -$6.63K 0.26% 111
2025
Q4 		$618K Sell
13,178
-1,180
-8% -$55K 0.25% 107
2025
Q3 		$665K Sell
14,358
-40
-0.3% -$1.79K 0.27% 107
2025
Q2 		$613K Sell
14,398
-308
-2% -$12.4K 0.27% 107
2025
Q1 		$599K Buy
14,706
+10
+0.1% +$441 0.3% 105
2024
Q4 		$660K Buy
14,696
+750
+5% +$34.9K 0.32% 92
2024
Q3 		$635K Buy
13,946
+398
+3% +$17.5K 0.32% 96
2024
Q2 		$563K Buy
13,548
+342
+3% +$14.3K 0.31% 99
2024
Q1 		$568K Buy
13,206
+1,148
+10% +$47.5K 0.31% 99
2023
Q4 		$509K Buy
12,058
+2,888
+31% +$109K 0.23% 114
2023
Q3 		$338K Sell
9,170
-1,071
-10% -$41.7K 0.19% 127
2023
Q2 		$398K Buy
10,241
+402
+4% +$14.9K 0.23% 124
2023
Q1 		$372K Buy
9,839
+133
+1% +$5.19K 0.23% 131
2022
Q4 		$359K Buy
9,706
+333
+4% +$12.5K 0.23% 125
2022
Q3 		$319K Buy
9,373
+575
+7% +$21.8K 0.23% 129
2022
Q2 		$316K Buy
8,798
+989
+13% +$38.4K 0.22% 141
2022
Q1 		$328K Buy
7,809
+487
+7% +$20.5K 0.19% 155
2021
Q4 		$327K Buy
+7,322
New +$325K 0.16% 149

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Retirement Planning Company of New England's SPSM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q2 2026, selling an estimated $8.54K and leaving 12,884 shares worth $743K. The position accounts for 0.27% of the portfolio, ranked #106.

Retirement Planning Company of New England first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. 727 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Retirement Planning Company of New England held 12,884 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $743K as of Q2 2026.
  • Retirement Planning Company of New England sold 160 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.54K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Retirement Planning Company of New England's portfolio in Q2 2026, its #106 holding.
  • Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 727 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.