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

Arlington 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	$250K	Hold	4,736	–	–	0.02%	135
2026 Q2	$273K	Hold	4,736	–	–	0.02%	92
2026 Q1	$229K	Hold	4,736	–	–	0.02%	90
2025 Q4	$222K	Hold	4,736	–	–	0.02%	81
2025 Q3	$219K	Hold	4,736	–	–	0.04%	167
2025 Q2	$202K	Hold	4,736	–	–	0.04%	175
2025 Q1	$193K	Hold	4,736	–	–	0.04%	177
2024 Q4	$213K	Sell	4,736 -341	-7%	-$15.9K	0.04%	166
2024 Q3	$231K	Buy	+5,077	New	+$223K	0.05%	152

Other funds holding SPSM

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

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

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Arlington Trust's SPSM Position: Q3 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 4,736 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #135.

Arlington Trust first reported a position in SPSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $273K in Q2 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Arlington Trust held 4,736 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $250K as of Q3 2026.
Arlington Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Arlington Trust's portfolio in Q3 2026, its #135 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 9 quarters since.
Arlington Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $273K in Q2 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.