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Curi RMB Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Curi RMB Capital’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 		$460K Sell
9,510
-691
-7% -$34.2K 0.01% 623
2025
Q4 		$478K Buy
10,201
+1,551
+18% +$72.3K 0.01% 628
2025
Q3 		$401K Sell
8,650
-1,194
-12% -$53.5K 0.01% 551
2025
Q2 		$419K Buy
9,844
+3,794
+63% +$153K 0.01% 538
2025
Q1 		$247K Sell
6,050
-6,272
-51% -$276K 0.01% 451
2024
Q4 		$554K Buy
12,322
+48
+0.4% +$2.23K 0.01% 398
2024
Q3 		$559K Buy
12,274
+911
+8% +$40K 0.01% 415
2024
Q2 		$472K Buy
11,363
+232
+2% +$9.67K 0.01% 428
2024
Q1 		$479K Buy
+11,131
New +$460K 0.01% 442

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B 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 $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Curi RMB Capital's SPSM Position: Q1 2026 in Review

Curi RMB Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q1 2026, selling an estimated $34.2K and leaving 9,510 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #623.

Curi RMB Capital first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $559K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Curi RMB Capital held 9,510 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $460K as of Q1 2026.
  • Curi RMB Capital sold 691 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $34.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #623 holding.
  • Curi RMB Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Curi RMB Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $559K in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.