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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
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moors & Cabot's SPSM Position: Q1 2026 in Review

Moors & Cabot reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.3% in Q1 2026, selling an estimated $3.71K and leaving 25,104 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #324.

Moors & Cabot first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Moors & Cabot held 25,104 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.21M as of Q1 2026.
  • Moors & Cabot sold 75 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.71K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Moors & Cabot's portfolio in Q1 2026, its #324 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 12 quarters since.
  • 1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.