Grimes & Company
SPSM icon

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

Grimes & Company’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
Q3 		$3.07M Sell
57,993
-11,235
-16% -$632K 0.07% 161
2026
Q2 		$3.99M Sell
69,228
-1,251
-2% -$66.8K 0.09% 138
2026
Q1 		$3.41M Sell
70,479
-36
-0.1% -$1.78K 0.09% 139
2025
Q4 		$3.3M Sell
70,515
-1
-0% -$47 0.08% 147
2025
Q3 		$3.27M Sell
70,516
-545
-0.8% -$24.4K 0.08% 142
2025
Q2 		$3.03M Sell
71,061
-5,320
-7% -$215K 0.08% 135
2025
Q1 		$3.11M Sell
76,381
-2,358
-3% -$104K 0.1% 120
2024
Q4 		$3.54M Buy
78,739
+1,210
+2% +$56.3K 0.1% 112
2024
Q3 		$3.53M Buy
77,529
+1,303
+2% +$57.2K 0.1% 112
2024
Q2 		$3.17M Buy
76,226
+3,179
+4% +$132K 0.09% 113
2024
Q1 		$3.14M Sell
73,047
-5,142
-7% -$213K 0.1% 111
2023
Q4 		$3.3M Sell
78,189
-7,714
-9% -$291K 0.11% 108
2023
Q3 		$3.17M Sell
85,903
-3,549
-4% -$138K 0.12% 103
2023
Q2 		$3.47M Buy
89,452
+962
+1% +$35.8K 0.12% 98
2023
Q1 		$3.34M Sell
88,490
-2,527
-3% -$98.7K 0.14% 97
2022
Q4 		$3.36M Sell
91,017
-5,800
-6% -$217K 0.14% 103
2022
Q3 		$3.3M Buy
96,817
+1,100
+1% +$41.6K 0.17% 93
2022
Q2 		$3.44M Sell
95,717
-830,087
-90% -$32.2M 0.17% 97
2022
Q1 		$38.9M Sell
925,804
-923,179
-50% -$38.9M 2.03% 11
2021
Q4 		$82.6M Buy
1,848,983
+48,507
+3% +$2.16M 3.78% 5
2021
Q3 		$76.7M Buy
1,800,476
+48,210
+3% +$2.07M 3.34% 8
2021
Q2 		$77M Buy
1,752,266
+47,583
+3% +$2.07M 3.34% 8
2021
Q1 		$72.1M Buy
1,704,683
+67,697
+4% +$2.76M 3.47% 8
2020
Q4 		$58.6M Buy
1,636,986
+41,125
+3% +$1.32M 3.04% 9
2020
Q3 		$43.7M Sell
1,595,861
-343,721
-18% -$9.6M 2.79% 10
2020
Q2 		$51.5M Buy
1,939,582
+1,885,621
+3,494% +$46.3M 3.58% 6
2020
Q1 		$1.18M Sell
53,961
-1,448,637
-96% -$42M 0.11% 104
2019
Q4 		$49M Buy
1,502,598
+855,691
+132% +$26.7M 3.21% 8
2019
Q3 		$19.4M Buy
646,907
+89,031
+16% +$2.69M 1.38% 14
2019
Q2 		$17.1M Sell
557,876
-492,697
-47% -$15M 1.3% 17
2019
Q1 		$31.8M Buy
+1,050,573
New +$31.2M 2.49% 10

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Grimes & Company's SPSM Position: Q3 2026 in Review

Grimes & Company reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q3 2026, selling an estimated $632K and leaving 57,993 shares worth $3.07M. The position accounts for 0.07% of the portfolio, ranked #161.

Grimes & Company first reported a position in SPSM in Q1 2019 and has held it in 31 quarters since. The position peaked at $82.6M in Q4 2021. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Grimes & Company held 57,993 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.07M as of Q3 2026.
  • Grimes & Company sold 11,235 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $632K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Grimes & Company's portfolio in Q3 2026, its #161 holding.
  • Grimes & Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Grimes & Company's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $82.6M in Q4 2021.
  • 453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.