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

Spartan Planning & Wealth Management’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	$401K	Buy	+6,946	New	+$371K	0.27%	58
2023 Q4	$147K	Buy	3,479 +2,394	+221%	+$90.2K	0.16%	73
2023 Q3	$40K	Buy	+1,085	New	+$42.3K	0.05%	91
2022 Q4	$52.4K	Sell	1,416 -139	-9%	-$5.21K	0.07%	97
2022 Q3	$53K	Sell	1,555 -14	-0.9%	-$530	0.07%	46
2022 Q2	$56K	Buy	1,569 +15	+1%	+$582	0.07%	57
2022 Q1	$65K	Buy	+1,554	New	+$65.4K	0.08%	80

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

Spartan Planning & Wealth Management's SPSM Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 6,946 shares worth $401K. The stake represents 0.27% of the portfolio and ranks #58 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in SPSM as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in SPSM in Q1 2022 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Spartan Planning & Wealth Management held 6,946 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $401K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Spartan Planning & Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #58 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 7 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.