WIM
SPSM icon

WealthPlan Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WealthPlan Investment 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 		$384K Sell
6,653
-1,945
-23% -$104K 0.02% 364
2026
Q1 		$415K Buy
+8,598
New +$426K 0.02% 330

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
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

WealthPlan Investment Management's SPSM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q2 2026, selling an estimated $104K and leaving 6,653 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #364.

WealthPlan Investment Management first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $415K in Q1 2026. 427 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • WealthPlan Investment Management held 6,653 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $384K as of Q2 2026.
  • WealthPlan Investment Management sold 1,945 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $104K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #364 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $415K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.