Brown Advisory
SPSM icon

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

Brown Advisory’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 		$6.46M Buy
133,747
+3,757
+3% +$186K 0.01% 482
2025
Q4 		$6.09M Buy
129,990
+3,602
+3% +$168K 0.01% 511
2025
Q3 		$5.85M Buy
126,388
+22,345
+21% +$1M 0.01% 509
2025
Q2 		$4.43M Sell
104,043
-11,004
-10% -$444K 0.01% 522
2025
Q1 		$4.69M Buy
115,047
+68,668
+148% +$3.02M 0.01% 504
2024
Q4 		$2.08M Buy
46,379
+9,291
+25% +$432K ﹤0.01% 647
2024
Q3 		$1.69M Buy
37,088
+23,621
+175% +$1.04M ﹤0.01% 676
2024
Q2 		$559K Buy
13,467
+2,486
+23% +$104K ﹤0.01% 928
2024
Q1 		$473K Buy
10,981
+4,257
+63% +$176K ﹤0.01% 960
2023
Q4 		$284K Buy
+6,724
New +$253K ﹤0.01% 1068

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B 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 $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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