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

Cranbrook 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	$257K	Buy	5,325 +4	+0.1%	+$198	0.05%	113
2025 Q4	$249K	Sell	5,321 -239	-4%	-$11.1K	0.05%	114
2025 Q3	$258K	Buy	5,560 +165	+3%	+$7.4K	0.05%	109
2025 Q2	$230K	Buy	5,395 +629	+13%	+$25.4K	0.05%	112
2025 Q1	$194K	Hold	4,766	–	–	0.05%	112
2024 Q4	$214K	Hold	4,766	–	–	0.05%	105
2024 Q3	$217K	Hold	4,766	–	–	0.05%	107
2024 Q2	$198K	Hold	4,766	–	–	0.05%	107
2024 Q1	$205K	Hold	4,766	–	–	0.05%	92
2023 Q4	$201K	Buy	+4,766	New	+$180K	0.05%	92

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

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

Cranbrook Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.08% in Q1 2026, buying an estimated $198 and bringing the position to 5,325 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #113.

Cranbrook Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Cranbrook Wealth Management held 5,325 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $257K as of Q1 2026.
Cranbrook Wealth Management bought 4 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $198.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Cranbrook Wealth Management's portfolio in Q1 2026, its #113 holding.
Cranbrook Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Cranbrook Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $258K in Q3 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.