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Rossmore Private Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rossmore Private Capital’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 		$892K Buy
15,475
+1,800
+13% +$96.1K 0.07% 163
2026
Q1 		$661K Buy
13,675
+11,706
+595% +$579K 0.06% 178
2025
Q4 		$92.3K Buy
1,969
+300
+18% +$14K 0.01% 307
2025
Q3 		$77.3K Buy
+1,669
New +$74.8K 0.01% 282

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rossmore Private Capital's SPSM Position: Q2 2026 in Review

Rossmore Private Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q2 2026, buying an estimated $96.1K and bringing the position to 15,475 shares worth $892K. The position accounts for 0.07% of the portfolio, ranked #163.

Rossmore Private Capital first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Rossmore Private Capital held 15,475 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $892K as of Q2 2026.
  • Rossmore Private Capital bought 1,800 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $96.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Rossmore Private Capital's portfolio in Q2 2026, its #163 holding.
  • Rossmore Private Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.