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

Cornerstone Wealth 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	$5.76M	Buy	119,291 +236	+0.2%	+$11.7K	0.29%	85
2025 Q4	$5.58M	Sell	119,055 -2,333	-2%	-$109K	0.29%	83
2025 Q3	$5.62M	Sell	121,388 -3,408	-3%	-$153K	0.31%	79
2025 Q2	$5.32M	Sell	124,796 -4,903	-4%	-$198K	0.32%	75
2025 Q1	$5.29M	Sell	129,699 -2,957	-2%	-$130K	0.36%	69
2024 Q4	$5.96M	Buy	132,656 +7,688	+6%	+$358K	0.4%	61
2024 Q3	$5.69M	Buy	124,968 +7,037	+6%	+$309K	0.4%	60
2024 Q2	$4.9M	Buy	117,931 +13,409	+13%	+$559K	0.38%	63
2024 Q1	$4.5M	Buy	104,522 +2,484	+2%	+$103K	0.36%	69
2023 Q4	$4.3M	Buy	102,038 +30,926	+43%	+$1.17M	0.37%	63
2023 Q3	$2.62M	Sell	71,112 -1,506	-2%	-$58.7K	0.25%	99
2023 Q2	$2.82M	Buy	72,618 +9,882	+16%	+$367K	0.25%	95
2023 Q1	$2.37M	Buy	+62,736	New	+$2.45M	0.23%	102
2022 Q3	$1.96M	Sell	57,646 -24	-0%	-$908	0.22%	99
2022 Q2	$2.08M	Sell	57,670 -207	-0.4%	-$8.03K	0.23%	90
2022 Q1	$2.44M	Sell	57,877 -54,599	-49%	-$2.3M	0.24%	86
2021 Q4	$5.01M	Buy	112,476 +4,555	+4%	+$202K	0.48%	42
2021 Q3	$4.6M	Buy	107,921 +1,022	+1%	+$43.8K	0.49%	41
2021 Q2	$4.7M	Buy	106,899 +33,706	+46%	+$1.46M	0.49%	40
2021 Q1	$3.09M	Buy	+73,193	New	+$2.98M	0.37%	62
2018 Q3	–	Sell	-607,504	Closed	-$18.7M	–	1530
2018 Q2	$18.7M	Buy	607,504 +598,637	+6,751%	+$18.9M	0.21%	113
2018 Q1	$261K	Buy	+8,867	New	+$270K	0.05%	319

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 $374B AUM 17.66% 1-Year Est. Return

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

Cornerstone Wealth Management's SPSM Position: Q1 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.2% in Q1 2026, buying an estimated $11.7K and bringing the position to 119,291 shares worth $5.76M. The position accounts for 0.29% of the portfolio, ranked #85.

Cornerstone Wealth Management first reported a position in SPSM in Q1 2018 and has held it in 22 quarters since. The position peaked at $18.7M in Q2 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Cornerstone Wealth Management held 119,291 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.76M as of Q1 2026.
Cornerstone Wealth Management bought 236 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of Cornerstone Wealth Management's portfolio in Q1 2026, its #85 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 22 quarters since.
Cornerstone Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $18.7M in Q2 2018.
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 Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.