CPIG
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Chicago Partners Investment Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Chicago Partners Investment Group’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 		$3.89M Buy
73,826
+3,541
+5% +$175K 0.09% 201
2025
Q4 		$3.51M Sell
70,285
-2,450
-3% -$114K 0.09% 199
2025
Q3 		$3.42M Sell
72,735
-3,342
-4% -$150K 0.09% 193
2025
Q2 		$3.38M Sell
76,077
-75
-0.1% -$3.02K 0.1% 183
2025
Q1 		$3.02M Buy
76,152
+10,799
+17% +$476K 0.1% 181
2024
Q4 		$2.94M Buy
65,353
+2,372
+4% +$110K 0.1% 174
2024
Q3 		$2.81M Buy
62,981
+2,846
+5% +$125K 0.1% 171
2024
Q2 		$2.75M Buy
60,135
+4,443
+8% +$185K 0.11% 161
2024
Q1 		$2.3M Buy
55,692
+9,157
+20% +$379K 0.1% 190
2023
Q4 		$1.9M Buy
46,535
+4,696
+11% +$177K 0.09% 201
2023
Q3 		$1.45M Buy
41,839
+1,990
+5% +$77.5K 0.08% 229
2023
Q2 		$1.61M Sell
39,849
-5,947
-13% -$221K 0.08% 220
2023
Q1 		$1.7M Buy
45,796
+1,658
+4% +$64.7K 0.1% 199
2022
Q4 		$1.83M Buy
44,138
+7,664
+21% +$287K 0.11% 177
2022
Q3 		$1.38M Buy
36,474
+21,578
+145% +$817K 0.1% 187
2022
Q2 		$590K Buy
14,896
+135
+0.9% +$5.24K 0.04% 306
2022
Q1 		$558K Buy
14,761
+4,711
+47% +$198K 0.04% 297
2021
Q4 		$416K Buy
10,050
+4,384
+77% +$195K 0.03% 370
2021
Q3 		$264K Buy
+5,666
New +$243K 0.02% 472

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B 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 $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Chicago Partners Investment Group's SPSM Position: Q1 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q1 2026, buying an estimated $175K and bringing the position to 73,826 shares worth $3.89M. The position accounts for 0.09% of the portfolio, ranked #201.

Chicago Partners Investment Group first reported a position in SPSM in Q3 2021 and has held it in 19 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Chicago Partners Investment Group held 73,826 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.89M as of Q1 2026.
  • Chicago Partners Investment Group bought 3,541 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $175K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Chicago Partners Investment Group's portfolio in Q1 2026, its #201 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 19 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 Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.