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

BankPlus Trust Department’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	$909K	Hold	15,760	–	–	0.21%	97
2026 Q1	$762K	Buy	15,760 +930	+6%	+$46K	0.2%	101
2025 Q4	$695K	Hold	14,830	–	–	0.18%	104
2025 Q3	$687K	Hold	14,830	–	–	0.18%	103
2025 Q2	$632K	Buy	+14,830	New	+$598K	0.19%	95

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BankPlus Trust Department's SPSM Position: Q2 2026 in Review

BankPlus Trust Department held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 15,760 shares worth $909K. The position accounts for 0.21% of the portfolio, ranked #97.

BankPlus Trust Department first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

BankPlus Trust Department held 15,760 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $909K as of Q2 2026.
BankPlus Trust Department 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 0.21% of BankPlus Trust Department's portfolio in Q2 2026, its #97 holding.
BankPlus Trust Department first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.