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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$696K Buy
12,068
+694
+6% +$37.1K 0.15% 137
2026
Q1
$549K Sell
11,374
-119
-1% -$5.89K 0.12% 155
2025
Q4
$539K Buy
11,493
+1,406
+14% +$65.6K 0.12% 162
2025
Q3
$467K Buy
10,087
+1,321
+15% +$59.2K 0.11% 165
2025
Q2
$373K Sell
8,766
-390
-4% -$15.7K 0.09% 188
2025
Q1
$373K Buy
9,156
+1,963
+27% +$86.5K 0.09% 186
2024
Q4
$323K Buy
7,193
+702
+11% +$32.7K 0.08% 203
2024
Q3
$295K Sell
6,491
-40
-0.6% -$1.76K 0.07% 216
2024
Q2
$271K Buy
6,531
+302
+5% +$12.6K 0.07% 211
2024
Q1
$263K Hold
6,229
0.08% 217
2023
Q4
$263K Sell
6,229
-527
-8% -$19.9K 0.08% 216
2023
Q3
$249K Buy
+6,756
New +$263K 0.08% 195

Other funds holding SPSM

Essex Savings Bank's SPSM Position: Q2 2026 in Review

Essex Savings Bank increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.1% in Q2 2026, buying an estimated $37.1K and bringing the position to 12,068 shares worth $696K. The position accounts for 0.15% of the portfolio, ranked #137.

Essex Savings Bank first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Essex Savings Bank held 12,068 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $696K as of Q2 2026.
  • Essex Savings Bank bought 694 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #137 holding.
  • Essex Savings Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.