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

Cresset 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 Q2	$2.83M	Buy	49,064 +5,365	+12%	+$286K	0.01%	563
2026 Q1	$2.11M	Buy	43,699 +144	+0.3%	+$7.13K	0.01%	550
2025 Q4	$2.04M	Buy	43,555 +1,792	+4%	+$83.6K	0.01%	563
2025 Q3	$1.93M	Sell	41,763 -9,303	-18%	-$417K	0.01%	536
2025 Q2	$2.18M	Sell	51,066 -31,886	-38%	-$1.29M	0.01%	476
2025 Q1	$3.38M	Buy	82,952 +48,369	+140%	+$2.13M	0.02%	411
2024 Q4	$1.55M	Sell	34,583 -19,999	-37%	-$930K	0.01%	625
2024 Q3	$2.48M	Buy	54,582 +5,813	+12%	+$255K	0.01%	699
2024 Q2	$2.03M	Sell	48,769 -179	-0.4%	-$7.46K	0.01%	717
2024 Q1	$2.11M	Buy	48,948 +4,271	+10%	+$177K	0.01%	618
2023 Q4	$1.88M	Sell	44,677 -41,202	-48%	-$1.55M	0.01%	619
2023 Q3	$3.17M	Buy	85,879 +2,044	+2%	+$79.6K	0.01%	422
2023 Q2	$3.26M	Buy	83,835 +29,294	+54%	+$1.09M	﹤0.01%	516
2023 Q1	$2.06M	Hold	54,541	–	–	0.04%	226
2022 Q4	$1.86K	Hold	54,541	–	–	﹤0.01%	714
2022 Q3	$1.86M	Buy	54,541 +14,250	+35%	+$539K	0.02%	223
2022 Q2	$1.45M	Buy	+40,291	New	+$1.56M	0.02%	285
2019 Q2	–	Sell	-2,993	Closed	-$90K	–	1514
2019 Q1	$90K	Buy	2,993 +10	+0.3%	+$297	﹤0.01%	590
2018 Q4	$79K	Buy	+2,983	New	+$88K	﹤0.01%	380

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cresset Asset Management's SPSM Position: Q2 2026 in Review

Cresset Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, buying an estimated $286K and bringing the position to 49,064 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #563.

Cresset Asset Management first reported a position in SPSM in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.38M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cresset Asset Management held 49,064 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.83M as of Q2 2026.
Cresset Asset Management bought 5,365 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $286K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #563 holding.
Cresset Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 19 quarters since.
Cresset Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.38M in Q1 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.