Clearstead Trust’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$70K Buy
1,213
+379
+45% +$20.2K 0.01% 286
2026
Q1
$40.3K Sell
834
-358
-30% -$17.7K 0.01% 338
2025
Q4
$55.9K Buy
1,192
+399
+50% +$18.6K 0.01% 317
2025
Q3
$36.7K Buy
793
+553
+230% +$24.8K 0.01% 355
2025
Q2
$10.2K Buy
+240
New +$9.68K ﹤0.01% 584

Other funds holding SPSM

Clearstead Trust's SPSM Position: Q2 2026 in Review

Clearstead Trust increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 45% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,213 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #286.

Clearstead Trust first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Clearstead Trust held 1,213 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $70K as of Q2 2026.
  • Clearstead Trust bought 379 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $20.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #286 holding.
  • Clearstead Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.