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

Crewe 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 		$11.6K Sell
240
-260
-52% -$12.9K ﹤0.01% 611
2025
Q4 		$23.4K Buy
+500
New +$23.3K ﹤0.01% 461
2025
Q1 		– Sell
-411
Closed -$18.5K – 750
2024
Q4 		$18.5K Buy
+411
New +$19.1K ﹤0.01% 363
2023
Q4 		– Sell
-285
Closed -$10.5K – 659
2023
Q3 		$10.5K Hold
285
– – ﹤0.01% 243
2023
Q2 		$11.1K Buy
285
+261
+1,088% +$9.7K ﹤0.01% 401
2023
Q1 		$907 Hold
24
– – ﹤0.01% 760
2022
Q4 		$887 Hold
24
– – ﹤0.01% 931
2022
Q3 		$1K Hold
24
– – ﹤0.01% 1201
2022
Q2 		$1K Hold
24
– – ﹤0.01% 1105
2022
Q1 		$1K Buy
+24
New +$1.01K ﹤0.01% 466

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B 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 $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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