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

XY Planning Network’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	$6.73M	Sell	116,659 -696	-0.6%	-$37.2K	0.84%	28
2026 Q1	$5.71M	Buy	117,355 +11,896	+11%	+$589K	0.91%	27
2025 Q4	$4.94M	Buy	105,459 +74,556	+241%	+$3.48M	0.86%	28
2025 Q3	$1.32M	Hold	30,903	–	–	0.45%	58
2025 Q2	$1.32M	Buy	30,903 +10,699	+53%	+$431K	0.45%	58
2025 Q1	$824K	Buy	+20,204	New	+$890K	0.55%	49

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

XY Planning Network's SPSM Position: Q2 2026 in Review

XY Planning Network reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.59% in Q2 2026, selling an estimated $37.2K and leaving 116,659 shares worth $6.73M. The position accounts for 0.84% of the portfolio, ranked #28.

XY Planning Network first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

XY Planning Network held 116,659 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.73M as of Q2 2026.
XY Planning Network sold 696 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.84% of XY Planning Network's portfolio in Q2 2026, its #28 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.