Moors & Cabot
SPSM icon

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

Moors & Cabot’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 		$1.3M Sell
24,659
-65
-0.3% -$3.66K 0.05% 314
2026
Q2 		$1.43M Sell
24,724
-380
-2% -$20.3K 0.06% 296
2026
Q1 		$1.21M Sell
25,104
-75
-0.3% -$3.71K 0.05% 324
2025
Q4 		$1.18M Buy
25,179
+150
+0.6% +$7K 0.05% 317
2025
Q3 		$1.16M Buy
25,029
+716
+3% +$32.1K 0.05% 327
2025
Q2 		$1.04M Sell
24,313
-390
-2% -$15.7K 0.05% 327
2025
Q1 		$1.01M Buy
24,703
+2,508
+11% +$110K 0.05% 318
2024
Q4 		$997K Buy
22,195
+1,796
+9% +$83.5K 0.05% 335
2024
Q3 		$928K Buy
20,399
+1,836
+10% +$80.7K 0.05% 352
2024
Q2 		$771K Buy
18,563
+3,473
+23% +$145K 0.04% 368
2024
Q1 		$649K Buy
15,090
+2,159
+17% +$89.2K 0.04% 414
2023
Q4 		$545K Buy
12,931
+972
+8% +$36.6K 0.03% 439
2023
Q3 		$441K Buy
11,959
+1,525
+15% +$59.4K 0.03% 474
2023
Q2 		$405K Buy
+10,434
New +$388K 0.03% 502

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Moors & Cabot's SPSM Position: Q3 2026 in Review

Moors & Cabot reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.26% in Q3 2026, selling an estimated $3.66K and leaving 24,659 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #314.

Moors & Cabot first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2026. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Moors & Cabot held 24,659 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.3M as of Q3 2026.
  • Moors & Cabot sold 65 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $3.66K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Moors & Cabot's portfolio in Q3 2026, its #314 holding.
  • Moors & Cabot 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.
  • Moors & Cabot's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.43M in Q2 2026.
  • 639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.