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

Argent Trust Co’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 		$283K Sell
5,856
-312
-5% -$15.4K 0.01% 625
2025
Q4 		$289K Buy
6,168
+269
+5% +$12.5K 0.01% 600
2025
Q3 		$273K Sell
5,899
-16
-0.3% -$717 0.01% 607
2025
Q2 		$252K Buy
5,915
+163
+3% +$6.57K 0.01% 616
2025
Q1 		$234K Sell
5,752
-151
-3% -$6.65K 0.01% 626
2024
Q4 		$265K Buy
5,903
+1,276
+28% +$59.4K 0.01% 588
2024
Q3 		$211K Sell
4,627
-423
-8% -$18.6K 0.01% 647
2024
Q2 		$210K Sell
5,050
-238
-5% -$9.92K 0.01% 645
2024
Q1 		$228K Sell
5,288
-377
-7% -$15.6K 0.01% 616
2023
Q4 		$239K Sell
5,665
-606
-10% -$22.8K 0.01% 545
2023
Q3 		$231K Sell
6,271
-1,666
-21% -$64.9K 0.01% 544
2023
Q2 		$308K Buy
+7,937
New +$295K 0.02% 484

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

Argent Trust Co's SPSM Position: Q1 2026 in Review

Argent Trust Co reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.1% in Q1 2026, selling an estimated $15.4K and leaving 5,856 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #625.

Argent Trust Co first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $308K in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Argent Trust Co held 5,856 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $283K as of Q1 2026.
  • Argent Trust Co sold 312 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $15.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Argent Trust Co's portfolio in Q1 2026, its #625 holding.
  • Argent Trust Co first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Argent Trust Co's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $308K in Q2 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Argent Trust Co's 13F filing for Q1 2026, filed 13 May 2026.