Spectrum Planning & Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Spectrum Planning & Advisory Services’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	$419K	Sell	7,271 -191	-3%	-$10.2K	0.19%	69
2026 Q1	$361K	Sell	7,462 -273	-4%	-$13.5K	0.18%	75
2025 Q4	$362K	Sell	7,735 -327	-4%	-$15.3K	0.19%	80
2025 Q3	$373K	Buy	8,062 +1,628	+25%	+$73K	0.21%	73
2025 Q2	$274K	Buy	+6,434	New	+$259K	0.18%	86
2025 Q1	–	Sell	-5,449	Closed	-$245K	–	68
2024 Q4	$245K	Sell	5,449 -539	-9%	-$25.1K	0.21%	54
2024 Q3	$272K	Buy	5,988 +598	+11%	+$26.3K	0.26%	45
2024 Q2	$222K	Buy	+5,390	New	+$225K	0.21%	49

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Spectrum Planning & Advisory Services's SPSM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q2 2026, selling an estimated $10.2K and leaving 7,271 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #69.

Spectrum Planning & Advisory Services first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 340 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Spectrum Planning & Advisory Services held 7,271 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $419K as of Q2 2026.
Spectrum Planning & Advisory Services sold 191 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #69 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.