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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grove Bank & Trust's SPSM Position: Q2 2026 in Review

Grove Bank & Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 9,192 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #164.

Grove Bank & Trust first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $694K in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Grove Bank & Trust held 9,192 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $530K as of Q2 2026.
Grove Bank & Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Grove Bank & Trust's portfolio in Q2 2026, its #164 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 13 quarters since.
Grove Bank & Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $694K in Q2 2023.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.