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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
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 $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

Crestwood Advisors Group's SPSM Position: Q1 2026 in Review

Crestwood Advisors Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.26% in Q1 2026, buying an estimated $221K and bringing the position to 1,726,647 shares worth $83.4M. The position accounts for 1.4% of the portfolio, ranked #14.

Crestwood Advisors Group first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $99.4M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Crestwood Advisors Group held 1,726,647 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $83.4M as of Q1 2026.
  • Crestwood Advisors Group bought 4,470 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $221K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.4% of Crestwood Advisors Group's portfolio in Q1 2026, its #14 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 25 quarters since.
  • Crestwood Advisors Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $99.4M 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 Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.