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Crescent Grove Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Crescent Grove Advisors’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 		$1.74M Buy
36,064
+332
+0.9% +$16.4K 0.17% 101
2025
Q4 		$1.67M Sell
35,732
-2,289
-6% -$107K 0.16% 94
2025
Q3 		$1.76M Buy
38,021
+4
+0% +$179 0.17% 87
2025
Q2 		$1.62M Sell
38,017
-1,161
-3% -$46.8K 0.16% 88
2025
Q1 		$1.6M Buy
39,178
+3
+0% +$132 0.17% 85
2024
Q4 		$1.76M Buy
39,175
+6
+0% +$279 0.17% 83
2024
Q3 		$1.78M Sell
39,169
-100
-0.3% -$4.39K 0.18% 85
2024
Q2 		$1.63M Sell
39,269
-74
-0.2% -$3.08K 0.18% 81
2024
Q1 		$1.69M Buy
39,343
+19
+0% +$785 0.18% 82
2023
Q4 		$1.66M Sell
39,324
-6,048
-13% -$228K 0.18% 78
2023
Q3 		$1.67M Buy
45,372
+679
+2% +$26.4K 0.21% 75
2023
Q2 		$1.74M Buy
44,693
+910
+2% +$33.8K 0.19% 72
2023
Q1 		$1.65M Buy
43,783
+351
+0.8% +$13.7K 0.19% 73
2022
Q4 		$1.61M Buy
43,432
+6,275
+17% +$235K 0.17% 83
2022
Q3 		$1.27M Buy
37,157
+30,026
+421% +$1.14M 0.15% 79
2022
Q2 		$257K Buy
+7,131
New +$277K 0.03% 222

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

Crescent Grove Advisors's SPSM Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.93% in Q1 2026, buying an estimated $16.4K and bringing the position to 36,064 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #101.

Crescent Grove Advisors first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.78M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Crescent Grove Advisors held 36,064 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.74M as of Q1 2026.
  • Crescent Grove Advisors bought 332 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $16.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Crescent Grove Advisors's portfolio in Q1 2026, its #101 holding.
  • Crescent Grove Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Crescent Grove Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.78M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.