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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.58M Buy
44,685
+36,339
+435% +$1.94M 0.07% 127
2026
Q1 		$403K Buy
8,346
+230
+3% +$11.4K 0.01% 342
2025
Q4 		$380K Sell
8,116
-210
-3% -$9.79K 0.01% 305
2025
Q3 		$386K Buy
8,326
+86
+1% +$3.86K 0.01% 295
2025
Q2 		$351K Sell
8,240
-273
-3% -$11K 0.01% 242
2025
Q1 		$347K Buy
8,513
+247
+3% +$10.9K 0.02% 235
2024
Q4 		$371K Buy
8,266
+874
+12% +$40.7K 0.02% 207
2024
Q3 		$336K Hold
7,392
– – 0.02% 208
2024
Q2 		$307K Sell
7,392
-1,840
-20% -$76.7K 0.02% 195
2024
Q1 		$397K Buy
9,232
+2,715
+42% +$112K 0.03% 153
2023
Q4 		$275K Sell
6,517
-103
-2% -$3.88K 0.02% 146
2023
Q3 		$244K Buy
+6,620
New +$258K 0.03% 139

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Retirement Planning Group (Kansas)'s SPSM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 435% in Q2 2026, buying an estimated $1.94M and bringing the position to 44,685 shares worth $2.58M. The position accounts for 0.07% of the portfolio, ranked #127.

Retirement Planning Group (Kansas) first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Retirement Planning Group (Kansas) held 44,685 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.58M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 36,339 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.94M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #127 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,054 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 Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.