Brown, Lisle/Cummings’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Brown, Lisle/Cummings’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	$27.2K	Buy	+563	New	+$27.9K	0.01%	433

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

Brown, Lisle/Cummings's SPSM Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 563 shares worth $27.2K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings.

999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Brown, Lisle/Cummings held 563 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $27.2K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Brown, Lisle/Cummings position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #433 holding.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.