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

American National Bank & 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 Q3	$70.5K	Sell	1,334 -6	-0.4%	-$338	0.01%	330
2026 Q2	$77.3K	Hold	1,340	–	–	0.01%	329
2026 Q1	$64.7K	Hold	1,340	–	–	0.01%	334
2025 Q4	$62.8K	Sell	1,340 -19	-1%	-$886	0.01%	346
2025 Q3	$62.9K	Buy	1,359 +19	+1%	+$852	0.01%	336
2025 Q2	$57.1K	Buy	1,340 +6	+0.4%	+$242	0.01%	367
2025 Q1	$54.4K	Hold	1,334	–	–	0.01%	326
2024 Q4	$59.9K	Hold	1,334	–	–	0.01%	301
2024 Q3	$60.7K	Sell	1,334 -656	-33%	-$28.8K	0.01%	291
2024 Q2	$82.6K	Hold	1,990	–	–	0.01%	278
2024 Q1	$85.7K	Hold	1,990	–	–	0.01%	260
2023 Q4	$83.9K	Hold	1,990	–	–	0.01%	237
2023 Q3	$73.4K	Hold	1,990	–	–	0.01%	248
2023 Q2	$77.3K	Hold	1,990	–	–	0.01%	243
2023 Q1	$75.2K	Hold	1,990	–	–	0.01%	229
2022 Q4	$74K	Hold	1,990	–	–	0.02%	214
2022 Q3	$68K	Hold	1,990	–	–	0.02%	187
2022 Q2	$72K	Hold	1,990	–	–	0.02%	151
2022 Q1	$84K	Hold	1,990	–	–	0.02%	158
2021 Q4	$89K	Hold	1,990	–	–	0.02%	157
2021 Q3	$85K	Buy	+1,990	New	+$85.3K	0.02%	135

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

American National Bank & Trust's SPSM Position: Q3 2026 in Review

American National Bank & Trust reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.45% in Q3 2026, selling an estimated $338 and leaving 1,334 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #330.

American National Bank & Trust first reported a position in SPSM in Q3 2021 and has held it in 21 quarters since. The position peaked at $89K in Q4 2021. 145 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

American National Bank & Trust held 1,334 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $70.5K as of Q3 2026.
American National Bank & Trust sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $338.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of American National Bank & Trust's portfolio in Q3 2026, its #330 holding.
American National Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 21 quarters since.
American National Bank & Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $89K in Q4 2021.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.