Bank of Marin’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bank of Marin’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	$555K	Buy	11,496 +436	+4%	+$21.6K	0.41%	77
2025 Q4	$518K	Sell	11,060 -167	-1%	-$7.79K	0.36%	82
2025 Q3	$520K	Sell	11,227 -99	-0.9%	-$4.44K	0.37%	81
2025 Q2	$482K	Sell	11,326 -67	-0.6%	-$2.7K	0.36%	82
2025 Q1	$464K	Buy	11,393 +523	+5%	+$23K	0.59%	51
2024 Q4	$488K	Sell	10,870 -139	-1%	-$6.47K	0.39%	81
2024 Q3	$501K	Buy	11,009 +272	+3%	+$11.9K	0.4%	76
2024 Q2	$446K	Buy	+10,737	New	+$447K	0.38%	83

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Marin's SPSM Position: Q1 2026 in Review

Bank of Marin increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q1 2026, buying an estimated $21.6K and bringing the position to 11,496 shares worth $555K. The position accounts for 0.41% of the portfolio, ranked #77.

Bank of Marin first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Bank of Marin held 11,496 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $555K as of Q1 2026.
Bank of Marin bought 436 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $21.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.41% of Bank of Marin's portfolio in Q1 2026, its #77 holding.
Bank of Marin first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.