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Vertex Planning Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vertex Planning Partners’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 		$887K Buy
15,377
+7,522
+96% +$402K 0.13% 70
2026
Q1 		$380K Sell
7,855
-25
-0.3% -$1.24K 0.07% 95
2025
Q4 		$369K Sell
7,880
-1,255
-14% -$58.5K 0.09% 93
2025
Q3 		$423K Buy
9,135
+3
+0% +$135 0.08% 128
2025
Q2 		$389K Buy
9,132
+18
+0.2% +$726 0.08% 125
2025
Q1 		$371K Sell
9,114
-2,712
-23% -$119K 0.08% 124
2024
Q4 		$531K Buy
11,826
+416
+4% +$19.4K 0.12% 100
2024
Q3 		$519K Buy
11,410
+149
+1% +$6.55K 0.12% 87
2024
Q2 		$468K Sell
11,261
-43
-0.4% -$1.79K 0.12% 89
2024
Q1 		$487K Sell
11,304
-853
-7% -$35.3K 0.13% 90
2023
Q4 		$513K Buy
12,157
+1,466
+14% +$55.2K 0.15% 82
2023
Q3 		$394K Sell
10,691
-140
-1% -$5.45K 0.14% 81
2023
Q2 		$421K Buy
10,831
+4,456
+70% +$166K 0.14% 75
2023
Q1 		$241K Sell
6,375
-38
-0.6% -$1.48K 0.09% 108
2022
Q4 		$237K Buy
+6,413
New +$240K 0.09% 136

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

Vertex Planning Partners's SPSM Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 96% in Q2 2026, buying an estimated $402K and bringing the position to 15,377 shares worth $887K. The position accounts for 0.13% of the portfolio, ranked #70.

Vertex Planning Partners first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Vertex Planning Partners held 15,377 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $887K as of Q2 2026.
  • Vertex Planning Partners bought 7,522 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $402K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Vertex Planning Partners's portfolio in Q2 2026, its #70 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.