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 Q2	$56.3K	Buy	976 +736	+307%	+$39.3K	﹤0.01%	420
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 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

Crewe Advisors's SPSM Position: Q2 2026 in Review

Crewe Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 307% in Q2 2026, buying an estimated $39.3K and bringing the position to 976 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Crewe Advisors first reported a position in SPSM in Q1 2022 and has held it in 11 quarters since. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Crewe Advisors held 976 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $56.3K as of Q2 2026.
Crewe Advisors bought 736 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $39.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #420 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 11 quarters since.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.