CIBC Private Wealth Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

CIBC Private Wealth 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
2025 Q4	$4.22M	Buy	90,088 +7,732	+9%	+$361K	0.01%	458
2025 Q3	$3.81M	Sell	82,356 -3,223	-4%	-$145K	0.01%	473
2025 Q2	$3.65M	Buy	85,579 +4,692	+6%	+$189K	0.01%	473
2025 Q1	$2.86M	Sell	80,887 -10,565	-12%	-$465K	0.01%	484
2024 Q4	$4.12M	Buy	91,452 +7,422	+9%	+$345K	0.01%	455
2024 Q3	$3.82M	Buy	84,030 +15,657	+23%	+$688K	0.01%	471
2024 Q2	$2.83M	Buy	68,373 +8,083	+13%	+$337K	0.01%	488
2024 Q1	$2.57M	Sell	60,290 -24,062	-29%	-$995K	0.01%	496
2023 Q4	$3.56M	Sell	84,352 -9,676	-10%	-$365K	0.01%	430
2023 Q3	$3.47M	Sell	94,028 -1,584	-2%	-$61.7K	0.01%	424
2023 Q2	$3.71M	Buy	95,612 +20,220	+27%	+$752K	0.01%	432
2023 Q1	$2.85M	Buy	75,392 +29,204	+63%	+$1.14M	0.01%	466
2022 Q4	$1.71K	Buy	46,188 +11,254	+32%	+$422K	﹤0.01%	758
2022 Q3	$1.19M	Sell	34,934 -18,965	-35%	-$718K	﹤0.01%	559
2022 Q2	$1.94M	Sell	53,899 -5,388	-9%	-$209K	0.01%	493
2022 Q1	$2.49M	Buy	+59,287	New	+$2.5M	0.01%	481
2020 Q1	–	Sell	-8,850	Closed	-$289K	–	924
2019 Q4	$289K	Hold	8,850	–	–	﹤0.01%	799
2019 Q3	$266K	Hold	8,850	–	–	﹤0.01%	806
2019 Q2	$271K	Hold	8,850	–	–	﹤0.01%	834
2019 Q1	$268K	Hold	8,850	–	–	﹤0.01%	845
2018 Q4	$233K	Hold	8,850	–	–	﹤0.01%	808
2018 Q3	$294K	Hold	8,850	–	–	﹤0.01%	866
2018 Q2	$286K	Buy	+8,850	New	+$279K	﹤0.01%	866

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CIBC Private Wealth Group's SPSM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.4% in Q4 2025, buying an estimated $361K and bringing the position to 90,088 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #458.

CIBC Private Wealth Group first reported a position in SPSM in Q2 2018 and has held it in 23 quarters since. 984 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

CIBC Private Wealth Group held 90,088 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.22M as of Q4 2025.
CIBC Private Wealth Group bought 7,732 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $361K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #458 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 23 quarters since.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.