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 Q3	$6.22M	Buy	117,622 +963	+0.8%	+$54.2K	0.67%	36
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

XY Planning Network's SPSM Position: Q3 2026 in Review

XY Planning Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.83% in Q3 2026, buying an estimated $54.2K and bringing the position to 117,622 shares worth $6.22M. The position accounts for 0.67% of the portfolio, ranked #36.

XY Planning Network first reported a position in SPSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.73M in Q2 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

XY Planning Network held 117,622 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.22M as of Q3 2026.
XY Planning Network bought 963 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $54.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.67% of XY Planning Network's portfolio in Q3 2026, its #36 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 7 quarters since.
XY Planning Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.73M in Q2 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.