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

CSM 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	$1.77M	Hold	30,642	–	–	0.04%	314
2026 Q1	$1.48M	Sell	30,642 -4,200	-12%	-$208K	0.04%	319
2025 Q4	$1.63M	Buy	34,842 +4,876	+16%	+$227K	0.04%	300
2025 Q3	$1.39M	Buy	29,966 +11,584	+63%	+$519K	0.04%	320
2025 Q2	$783K	Sell	18,382 -62,370	-77%	-$2.52M	0.02%	314
2025 Q1	$3.29M	Hold	80,752	–	–	0.18%	82
2024 Q4	$3.63M	Buy	80,752 +40,100	+99%	+$1.87M	0.17%	80
2024 Q3	$1.85M	Hold	40,652	–	–	0.12%	99
2024 Q2	$1.69M	Hold	40,652	–	–	0.12%	93
2024 Q1	$1.75M	Sell	40,652 -2,000	-5%	-$82.7K	0.11%	99
2023 Q4	$1.8M	Buy	+42,652	New	+$1.61M	0.13%	97
2023 Q3	–	Sell	-33,096	Closed	-$1.29M	–	146
2023 Q2	$1.29M	Buy	33,096 +6,598	+25%	+$245K	0.1%	100
2023 Q1	$1M	Buy	+26,498	New	+$1.03M	0.09%	102
2022 Q1	–	Sell	-53,868	Closed	-$2.41M	–	152
2021 Q4	$2.41M	Sell	53,868 -8,000	-13%	-$356K	0.16%	77
2021 Q3	$2.64M	Hold	61,868	–	–	0.19%	69
2021 Q2	$2.72M	Buy	+61,868	New	+$2.69M	0.18%	72

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

CSM Advisors's SPSM Position: Q2 2026 in Review

CSM Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 30,642 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #314.

CSM Advisors first reported a position in SPSM in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.63M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

CSM Advisors held 30,642 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.77M as of Q2 2026.
CSM Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #314 holding.
CSM Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 16 quarters since.
CSM Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.63M in Q4 2024.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.