Cullen/Frost Bankers’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cullen/Frost Bankers’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	$829K	Sell	14,381 -116	-0.8%	-$6.19K	0.01%	375
2026 Q1	$700K	Hold	14,497	–	–	0.01%	378
2025 Q4	$679K	Hold	14,497	–	–	0.01%	388
2025 Q3	$672K	Sell	14,497 -23	-0.2%	-$1.03K	0.01%	379
2025 Q2	$619K	Buy	14,520 +1,545	+12%	+$62.3K	0.01%	384
2025 Q1	$529K	Sell	12,975 -160	-1%	-$7.05K	0.01%	387
2024 Q4	$590K	Buy	13,135 +364	+3%	+$16.9K	0.01%	364
2024 Q3	$581K	Hold	12,771	–	–	0.01%	377
2024 Q2	$530K	Buy	+12,771	New	+$532K	0.01%	373
2024 Q1	–	Sell	-6,635	Closed	-$280K	–	1084
2023 Q4	$280K	Sell	6,635 -6,635	-50%	-$250K	﹤0.01%	438
2023 Q3	$490K	Buy	+13,270	New	+$517K	0.01%	382

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Cullen/Frost Bankers's SPSM Position: Q2 2026 in Review

Cullen/Frost Bankers reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.8% in Q2 2026, selling an estimated $6.19K and leaving 14,381 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #375.

Cullen/Frost Bankers first reported a position in SPSM in Q3 2023 and has held it in 11 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cullen/Frost Bankers held 14,381 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $829K as of Q2 2026.
Cullen/Frost Bankers sold 116 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.19K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #375 holding.
Cullen/Frost Bankers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.