Keudell/Morrison Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Keudell/Morrison Wealth Management’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	$482K	Buy	8,352 +40	+0.5%	+$2.14K	0.09%	136
2026 Q1	$402K	Sell	8,312 -220	-3%	-$10.9K	0.08%	152
2025 Q4	$400K	Buy	+8,532	New	+$398K	0.08%	152
2025 Q2	$256K	Sell	6,002 -1,090	-15%	-$44K	0.06%	190
2025 Q1	$289K	Buy	7,092 +810	+13%	+$35.7K	0.07%	163
2024 Q4	$282K	Buy	6,282 +148	+2%	+$6.88K	0.07%	166
2024 Q3	$279K	Buy	+6,134	New	+$269K	0.08%	168

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

Keudell/Morrison Wealth Management's SPSM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.48% in Q2 2026, buying an estimated $2.14K and bringing the position to 8,352 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #136.

Keudell/Morrison Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Keudell/Morrison Wealth Management held 8,352 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $482K as of Q2 2026.
Keudell/Morrison Wealth Management bought 40 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.14K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #136 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
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 Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.