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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
Q2 		$137K Buy
2,374
+1,811
+322% +$96.7K 0.03% 270
2026
Q1 		$27.2K Buy
+563
New +$27.9K 0.01% 433

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown, Lisle/Cummings's SPSM Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 322% in Q2 2026, buying an estimated $96.7K and bringing the position to 2,374 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #270.

Brown, Lisle/Cummings first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Brown, Lisle/Cummings held 2,374 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $137K as of Q2 2026.
  • Brown, Lisle/Cummings bought 1,811 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $96.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #270 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 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 Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.