CSP
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Cary Street Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cary Street Partners’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 		$12.5M Buy
216,363
+14,689
+7% +$784K 0.27% 88
2026
Q1 		$9.74M Sell
201,674
-2,467
-1% -$122K 0.24% 97
2025
Q4 		$9.57M Sell
204,141
-12,625
-6% -$589K 0.24% 102
2025
Q3 		$10M Buy
216,766
+3,750
+2% +$168K 0.26% 94
2025
Q2 		$9.07M Sell
213,016
-49,190
-19% -$1.98M 0.25% 97
2025
Q1 		$10.7M Sell
262,206
-376,657
-59% -$16.6M 0.34% 74
2024
Q4 		$28.7M Buy
+638,863
New +$29.7M 0.93% 19

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cary Street Partners's SPSM Position: Q2 2026 in Review

Cary Street Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.3% in Q2 2026, buying an estimated $784K and bringing the position to 216,363 shares worth $12.5M. The position accounts for 0.27% of the portfolio, ranked #88.

Cary Street Partners first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q4 2024. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Cary Street Partners held 216,363 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.5M as of Q2 2026.
  • Cary Street Partners bought 14,689 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $784K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Cary Street Partners's portfolio in Q2 2026, its #88 holding.
  • Cary Street Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.7M in Q4 2024.
  • 318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.