Clifford Swan Investment Counsel’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Clifford Swan Investment Counsel’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	$339K	Hold	7,025	–	–	0.01%	256
2025 Q4	$329K	Sell	7,025 -1,078	-13%	-$50.3K	0.01%	257
2025 Q3	$375K	Buy	8,103 +1,077	+15%	+$48.3K	0.01%	247
2025 Q2	$299K	Buy	7,026 +1	+0%	+$40	0.01%	263
2025 Q1	$286K	Hold	7,025	–	–	0.01%	269
2024 Q4	$316K	Buy	7,025 +42	+0.6%	+$1.95K	0.01%	260
2024 Q3	$318K	Hold	6,983	–	–	0.01%	264
2024 Q2	$290K	Hold	6,983	–	–	0.01%	264
2024 Q1	$301K	Hold	6,983	–	–	0.01%	265
2023 Q4	$295K	Buy	6,983 +294	+4%	+$11.1K	0.01%	263
2023 Q3	$247K	Hold	6,689	–	–	0.01%	270
2023 Q2	$260K	Buy	+6,689	New	+$249K	0.01%	273

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clifford Swan Investment Counsel's SPSM Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 7,025 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #256.

Clifford Swan Investment Counsel first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $375K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Clifford Swan Investment Counsel held 7,025 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $339K as of Q1 2026.
Clifford Swan Investment Counsel left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #256 holding.
Clifford Swan Investment Counsel first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Clifford Swan Investment Counsel's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $375K in Q3 2025.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.