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 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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Arlington Trust's SPSM Position: Q2 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,736 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #92.

Arlington Trust first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Arlington Trust held 4,736 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $273K as of Q2 2026.
Arlington Trust 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 0.02% of Arlington Trust's portfolio in Q2 2026, its #92 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 8 quarters since.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.