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

Northwest Bancshares’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	$1.42M	Sell	29,333 -5	-0%	-$248	0.28%	68
2025 Q4	$1.37M	Sell	29,338 -50	-0.2%	-$2.33K	0.27%	70
2025 Q3	$1.36M	Sell	29,388 -1,115	-4%	-$50K	0.23%	75
2025 Q2	$1.3M	Sell	30,503 -2,078	-6%	-$83.8K	0.23%	75
2025 Q1	$1.33M	Sell	32,581 -838	-3%	-$36.9K	0.24%	70
2024 Q4	$1.5M	Sell	33,419 -1,160	-3%	-$54K	0.28%	64
2024 Q3	$1.57M	Sell	34,579 -2,803	-7%	-$123K	0.27%	64
2024 Q2	$1.55M	Sell	37,382 -562	-1%	-$23.4K	0.26%	62
2024 Q1	$1.63M	Sell	37,944 -1,039	-3%	-$43K	0.26%	65
2023 Q4	$1.64M	Sell	38,983 -2,973	-7%	-$112K	0.3%	60
2023 Q3	$1.55M	Sell	41,956 -591	-1%	-$23K	0.3%	68
2023 Q2	$1.65M	Buy	+42,547	New	+$1.58M	0.3%	68

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Bancshares's SPSM Position: Q1 2026 in Review

Northwest Bancshares reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q1 2026, selling an estimated $248 and leaving 29,333 shares worth $1.42M. The position accounts for 0.28% of the portfolio, ranked #68.

Northwest Bancshares first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Northwest Bancshares held 29,333 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.42M as of Q1 2026.
Northwest Bancshares sold 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $248.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Northwest Bancshares's portfolio in Q1 2026, its #68 holding.
Northwest Bancshares 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.
Northwest Bancshares's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.65M in Q2 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Northwest Bancshares's 13F filing for Q1 2026, filed 12 May 2026.