William Blair & Company
SPSM icon

William Blair & Company’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

William Blair & Company’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 		$1.52M Sell
31,454
-769
-2% -$38.1K ﹤0.01% 817
2025
Q4 		$1.51M Sell
32,223
-4,063
-11% -$189K ﹤0.01% 822
2025
Q3 		$1.68M Buy
36,286
+554
+2% +$24.8K ﹤0.01% 776
2025
Q2 		$1.52M Sell
35,732
-13,600
-28% -$548K ﹤0.01% 781
2025
Q1 		$2.01M Sell
49,332
-1,406
-3% -$61.9K 0.01% 712
2024
Q4 		$2.28M Buy
50,738
+2,781
+6% +$129K 0.01% 684
2024
Q3 		$2.18M Buy
47,957
+17,863
+59% +$785K 0.01% 686
2024
Q2 		$1.25M Sell
30,094
-1,811
-6% -$75.5K ﹤0.01% 811
2024
Q1 		$1.37M Buy
31,905
+1,554
+5% +$64.2K ﹤0.01% 781
2023
Q4 		$1.28M Buy
30,351
+1,014
+3% +$38.2K ﹤0.01% 786
2023
Q3 		$1.08M Buy
29,337
+3,813
+15% +$149K ﹤0.01% 808
2023
Q2 		$991K Buy
25,524
+22,517
+749% +$837K ﹤0.01% 843
2023
Q1 		$114K Buy
3,007
+581
+24% +$22.7K ﹤0.01% 1484
2022
Q4 		$89.7K Buy
2,426
+66
+3% +$2.47K ﹤0.01% 1504
2022
Q3 		$80K Hold
2,360
– – ﹤0.01% 1534
2022
Q2 		$85K Buy
2,360
+129
+6% +$5.01K ﹤0.01% 1561
2022
Q1 		$94K Sell
2,231
-624
-22% -$26.3K ﹤0.01% 1646
2021
Q4 		$128K Buy
2,855
+26
+0.9% +$1.16K ﹤0.01% 1657
2021
Q3 		$121K Hold
2,829
– – ﹤0.01% 1590
2021
Q2 		$124K Buy
2,829
+598
+27% +$26K ﹤0.01% 1587
2021
Q1 		$94K Buy
2,231
+1,950
+694% +$79.5K ﹤0.01% 1602
2020
Q4 		$10K Hold
281
– – ﹤0.01% 1745
2020
Q3 		$8K Hold
281
– – ﹤0.01% 1645
2020
Q2 		$7K Sell
281
-719
-72% -$17.7K ﹤0.01% 1611
2020
Q1 		$22K Hold
1,000
– – ﹤0.01% 1477
2019
Q4 		$33K Buy
+1,000
New +$31.2K ﹤0.01% 1532

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Blair & Company's SPSM Position: Q1 2026 in Review

William Blair & Company reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.4% in Q1 2026, selling an estimated $38.1K and leaving 31,454 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #817.

William Blair & Company first reported a position in SPSM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.28M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • William Blair & Company held 31,454 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.52M as of Q1 2026.
  • William Blair & Company sold 769 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $38.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #817 holding.
  • William Blair & Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • William Blair & Company's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.28M in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.