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

Grove Bank & Trust’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 		$486K Hold
9,192
– – 0.05% 171
2026
Q2 		$530K Hold
9,192
– – 0.05% 164
2026
Q1 		$444K Hold
9,192
– – 0.05% 180
2025
Q4 		$431K Sell
9,192
-1,801
-16% -$84K 0.05% 180
2025
Q3 		$509K Sell
10,993
-1,182
-10% -$53K 0.06% 166
2025
Q2 		$519K Sell
12,175
-893
-7% -$36K 0.06% 164
2025
Q1 		$533K Sell
13,068
-140
-1% -$6.17K 0.07% 160
2024
Q4 		$593K Hold
13,208
– – 0.08% 146
2024
Q3 		$601K Hold
13,208
– – 0.09% 145
2024
Q2 		$549K Sell
13,208
-74
-0.6% -$3.08K 0.09% 143
2024
Q1 		$572K Hold
13,282
– – 0.1% 136
2023
Q4 		$560K Sell
13,282
-4,323
-25% -$163K 0.1% 139
2023
Q3 		$650K Sell
17,605
-254
-1% -$9.89K 0.13% 122
2023
Q2 		$694K Buy
+17,859
New +$664K 0.14% 116

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Grove Bank & Trust's SPSM Position: Q3 2026 in Review

Grove Bank & Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 9,192 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #171.

Grove Bank & Trust first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $694K in Q2 2023. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Grove Bank & Trust held 9,192 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $486K as of Q3 2026.
  • Grove Bank & Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Grove Bank & Trust's portfolio in Q3 2026, its #171 holding.
  • Grove Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Grove Bank & Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $694K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.