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

Webster Bank’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 		$23.1K Hold
400
– – ﹤0.01% 446
2026
Q1 		$19.3K Hold
400
– – ﹤0.01% 471
2025
Q4 		$18.7K Hold
400
– – ﹤0.01% 454
2025
Q3 		$18.5K Hold
400
– – ﹤0.01% 451
2025
Q2 		$17K Hold
400
– – ﹤0.01% 451
2025
Q1 		$16.3K Sell
400
-200
-33% -$8.81K ﹤0.01% 450
2024
Q4 		$27K Sell
600
-550
-48% -$25.6K ﹤0.01% 409
2024
Q3 		$52.3K Buy
1,150
+500
+77% +$22K 0.01% 354
2024
Q2 		$27K Hold
650
– – ﹤0.01% 407
2024
Q1 		$28K Buy
650
+300
+86% +$12.4K ﹤0.01% 402
2023
Q4 		$14.8K Buy
+350
New +$13.2K ﹤0.01% 458

Other funds holding SPSM

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Webster Bank's SPSM Position: Q2 2026 in Review

Webster Bank held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 400 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Webster Bank first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.3K in Q3 2024. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Webster Bank held 400 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $23.1K as of Q2 2026.
  • Webster Bank left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #446 holding.
  • Webster Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Webster Bank's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $52.3K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.