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Cornerstone Advisors Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cornerstone Advisors Asset Management’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 		$17.7M Buy
366,407
+16,164
+5% +$800K 2.73% 10
2025
Q4 		$16.4M Buy
350,243
+19,244
+6% +$897K 2.66% 10
2025
Q3 		$15.3M Buy
330,999
+20,476
+7% +$918K 2.68% 11
2025
Q2 		$13.2M Buy
310,523
+25,650
+9% +$1.03M 2.55% 10
2025
Q1 		$11.6M Buy
284,873
+36,246
+15% +$1.6M 2.38% 10
2024
Q4 		$11.2M Buy
248,627
+27,792
+13% +$1.29M 2.41% 11
2024
Q3 		$10.1M Buy
220,835
+146,140
+196% +$6.42M 2.22% 11
2024
Q2 		$3.1M Buy
74,695
+64,623
+642% +$2.69M 0.88% 31
2024
Q1 		$433K Hold
10,072
– – 0.15% 76
2023
Q4 		$425K Buy
10,072
+3,227
+47% +$122K 0.16% 77
2023
Q3 		$253K Sell
6,845
-15
-0.2% -$584 0.1% 87
2023
Q2 		$266K Buy
6,860
+15
+0.2% +$557 0.12% 80
2023
Q1 		$259K Hold
6,845
– – 0.13% 71
2022
Q4 		$253K Buy
+6,845
New +$256K 0.14% 75

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

Cornerstone Advisors Asset Management's SPSM Position: Q1 2026 in Review

Cornerstone Advisors Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.6% in Q1 2026, buying an estimated $800K and bringing the position to 366,407 shares worth $17.7M. The position accounts for 2.73% of the portfolio, ranked #10.

Cornerstone Advisors Asset Management first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Cornerstone Advisors Asset Management held 366,407 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.7M as of Q1 2026.
  • Cornerstone Advisors Asset Management bought 16,164 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $800K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.73% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #10 holding.
  • Cornerstone Advisors Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 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 Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.