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Planning Strategies Inc.’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Planning Strategies Inc.’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 		$1.36M Buy
+23,567
New +$1.26M 0.85% 22

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

Planning Strategies Inc.'s SPSM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 23,567 shares worth $1.36M. The stake represents 0.85% of the portfolio and ranks #22 among its holdings.

427 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Planning Strategies Inc. held 23,567 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.36M as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.85% of Planning Strategies Inc.'s portfolio in Q2 2026, its #22 holding.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.