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Citizens Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Citizens Financial 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
Q2 		$902K Buy
15,634
+2,666
+21% +$142K 0.01% 473
2026
Q1 		$627K Buy
12,968
+8
+0.1% +$396 0.01% 491
2025
Q4 		$607K Sell
12,960
-1,094
-8% -$51K 0.01% 510
2025
Q3 		$651K Buy
14,054
+662
+5% +$29.7K 0.01% 486
2025
Q2 		$570K Sell
13,392
-4,204
-24% -$170K 0.01% 446
2025
Q1 		$717K Sell
17,596
-217
-1% -$9.56K 0.01% 362
2024
Q4 		$800K Buy
+17,813
New +$829K 0.02% 326

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

Citizens Financial Group's SPSM Position: Q2 2026 in Review

Citizens Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q2 2026, buying an estimated $142K and bringing the position to 15,634 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #473.

Citizens Financial Group first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Citizens Financial Group held 15,634 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $902K as of Q2 2026.
  • Citizens Financial Group bought 2,666 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $142K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #473 holding.
  • Citizens Financial Group 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.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.