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

WealthPLAN 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
Q1 		– Sell
-8,533
Closed -$400K – 268
2025
Q4 		$400K Buy
8,533
+45
+0.5% +$2.1K 0.06% 205
2025
Q3 		$393K Buy
8,488
+68
+0.8% +$3.05K 0.06% 195
2025
Q2 		$359K Buy
8,420
+862
+11% +$34.8K 0.06% 195
2025
Q1 		$308K Buy
7,558
+325
+4% +$14.3K 0.04% 211
2024
Q4 		$325K Sell
7,233
-1,288
-15% -$59.9K 0.05% 206
2024
Q3 		$388K Buy
8,521
+1,646
+24% +$72.3K 0.05% 201
2024
Q2 		$286K Sell
6,875
-1,924
-22% -$80.2K 0.03% 259
2024
Q1 		$379K Buy
8,799
+2,751
+45% +$114K 0.04% 227
2023
Q4 		$255K Buy
+6,048
New +$228K 0.03% 285
2023
Q3 		– Sell
-257
Closed -$9.98K – 1049
2023
Q2 		$9.98K Sell
257
-171
-40% -$6.36K ﹤0.01% 793
2023
Q1 		$16.2K Buy
+428
New +$16.7K ﹤0.01% 768
2019
Q4 		– Sell
-9,244
Closed -$289K – 257
2019
Q3 		$289K Buy
+9,244
New +$279K 0.04% 194

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthPLAN Partners's SPSM Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 8,533 shares — an estimated $400K sold.

WealthPLAN Partners first reported a position in SPSM in Q3 2019 and held it in 12 quarters. The position peaked at $400K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 8,533 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $400K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and held it in 12 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $400K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.