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

Washington Trust’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	$809K	Buy	+16,745	New	+$829K	0.03%	163
2025 Q2	–	Sell	-3,759	Closed	-$153K	–	657
2025 Q1	$153K	Hold	3,759	–	–	0.01%	276
2024 Q4	$169K	Buy	3,759 +1,820	+94%	+$84.7K	0.01%	286
2024 Q3	$88.2K	Sell	1,939 -1,556	-45%	-$68.4K	﹤0.01%	371
2024 Q2	$145K	Hold	3,495	–	–	0.01%	303
2024 Q1	$150K	Sell	3,495 -528	-13%	-$21.8K	0.01%	301
2023 Q4	$170K	Hold	4,023	–	–	0.01%	279
2023 Q3	$148K	Hold	4,023	–	–	0.01%	266
2023 Q2	$156K	Buy	4,023 +3,688	+1,101%	+$137K	0.01%	273
2023 Q1	$12.7K	Hold	335	–	–	﹤0.01%	630
2022 Q4	$12.4K	Buy	+335	New	+$12.5K	﹤0.01%	625

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

Washington Trust's SPSM Position: Q1 2026 in Review

Washington Trust opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 16,745 shares worth $809K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Washington Trust previously reported a position in SPSM as recently as Q1 2025.

Washington Trust first reported a position in SPSM in Q4 2022 and has held it in 11 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Washington Trust held 16,745 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $809K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Washington Trust position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Washington Trust's portfolio in Q1 2026, its #163 holding.
Washington Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 11 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.