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

Crestwood Advisors Group’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 		$100M Buy
1,742,537
+15,890
+0.9% +$848K 1.49% 15
2026
Q1 		$83.4M Buy
1,726,647
+4,470
+0.3% +$221K 1.4% 14
2025
Q4 		$80.7M Buy
1,722,177
+55,342
+3% +$2.58M 1.34% 15
2025
Q3 		$77.2M Buy
1,666,835
+34,710
+2% +$1.56M 1.31% 16
2025
Q2 		$69.5M Buy
1,632,125
+13,826
+0.9% +$558K 1.25% 20
2025
Q1 		$66M Sell
1,618,299
-581,010
-26% -$25.6M 1.25% 19
2024
Q4 		$98.8M Buy
2,199,309
+15,871
+0.7% +$738K 1.85% 10
2024
Q3 		$99.4M Buy
2,183,438
+37,396
+2% +$1.64M 1.9% 8
2024
Q2 		$89.1M Buy
2,146,042
+40,940
+2% +$1.71M 1.84% 9
2024
Q1 		$90.6M Buy
2,105,102
+51,201
+2% +$2.12M 1.98% 9
2023
Q4 		$86.6M Buy
2,053,901
+64,494
+3% +$2.43M 2.02% 7
2023
Q3 		$73.4M Sell
1,989,407
-8,950
-0.4% -$349K 1.93% 11
2023
Q2 		$77.6M Buy
1,998,357
+963,341
+93% +$35.8M 2.44% 6
2023
Q1 		$39.1M Sell
1,035,016
-13,495
-1% -$527K 1.3% 23
2022
Q4 		$38.8M Sell
1,048,511
-365,176
-26% -$13.7M 1.32% 22
2022
Q3 		$48.1M Buy
1,413,687
+19,627
+1% +$743K 1.71% 15
2022
Q2 		$50.2M Sell
1,394,060
-3,261
-0.2% -$127K 1.69% 14
2022
Q1 		$58.8M Buy
1,397,321
+32,768
+2% +$1.38M 1.65% 18
2021
Q4 		$61M Buy
1,364,553
+50,298
+4% +$2.24M 1.58% 18
2021
Q3 		$56M Buy
1,314,255
+73,307
+6% +$3.14M 1.59% 18
2021
Q2 		$54.5M Buy
1,240,948
+66,313
+6% +$2.88M 1.58% 18
2021
Q1 		$49.7M Buy
1,174,635
+79,535
+7% +$3.24M 1.56% 16
2020
Q4 		$39.2M Buy
1,095,100
+293,296
+37% +$9.4M 1.29% 26
2020
Q3 		$22M Buy
801,804
+127,985
+19% +$3.57M 0.82% 47
2020
Q2 		$17.9M Buy
673,819
+239,470
+55% +$5.88M 0.72% 51
2020
Q1 		$9.49M Buy
+434,349
New +$12.6M 0.47% 62

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crestwood Advisors Group's SPSM Position: Q2 2026 in Review

Crestwood Advisors Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.92% in Q2 2026, buying an estimated $848K and bringing the position to 1,742,537 shares worth $100M. The position accounts for 1.49% of the portfolio, ranked #15.

Crestwood Advisors Group first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Crestwood Advisors Group held 1,742,537 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $100M as of Q2 2026.
  • Crestwood Advisors Group bought 15,890 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $848K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.49% of Crestwood Advisors Group's portfolio in Q2 2026, its #15 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.