NorthCrest Asset Manangement’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

NorthCrest Asset Manangement’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	$225K	Buy	+3,979	New	+$212K	0.01%	827

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's SPSM Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,979 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #827 among its holdings.

179 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

NorthCrest Asset Manangement held 3,979 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $225K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new NorthCrest Asset Manangement position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #827 holding.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.