CBT
SPSM icon

Crews Bank & Trust’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Crews Bank & Trust’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 		$26.3M Sell
456,249
-30,476
-6% -$1.63M 3.44% 7
2026
Q1 		$23.5M Sell
486,725
-31,917
-6% -$1.58M 3.41% 7
2025
Q4 		$24.3M Sell
518,642
-84,599
-14% -$3.95M 3.48% 7
2025
Q3 		$27.9M Sell
603,241
-60,884
-9% -$2.73M 4.09% 6
2025
Q2 		$28.3M Buy
664,125
+46,389
+8% +$1.87M 4.45% 5
2025
Q1 		$25.2M Buy
617,736
+14,220
+2% +$626K 4.29% 5
2024
Q4 		$27.1M Buy
+603,516
New +$28.1M 4.57% 4

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Crews Bank & Trust's SPSM Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.3% in Q2 2026, selling an estimated $1.63M and leaving 456,249 shares worth $26.3M. The position accounts for 3.44% of the portfolio, ranked #7.

Crews Bank & Trust first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.3M in Q2 2025. 237 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Crews Bank & Trust held 456,249 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $26.3M as of Q2 2026.
  • Crews Bank & Trust sold 30,476 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.63M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.44% of Crews Bank & Trust's portfolio in Q2 2026, its #7 holding.
  • Crews Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.3M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.