Blue Trust Inc
SPSM icon

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

Blue Trust Inc’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 		$369K Buy
6,984
+6,093
+684% +$343K ﹤0.01% 579
2026
Q2 		$51.4K Buy
891
+175
+24% +$9.34K ﹤0.01% 1339
2026
Q1 		$34.6K Buy
716
+634
+773% +$31.4K ﹤0.01% 1462
2025
Q4 		$3.84K Sell
82
-246
-75% -$11.5K ﹤0.01% 2039
2025
Q3 		$15.2K Sell
328
-283
-46% -$12.7K ﹤0.01% 1746
2025
Q2 		$26K Sell
611
-3,608
-86% -$145K ﹤0.01% 1611
2025
Q1 		$172K Buy
4,219
+1,114
+36% +$49.1K ﹤0.01% 772
2024
Q4 		$139K Sell
3,105
-690
-18% -$32.1K ﹤0.01% 786
2024
Q3 		$158K Buy
3,795
+2,340
+161% +$103K ﹤0.01% 987
2024
Q2 		$62.6K Hold
1,455
– – ﹤0.01% 1163
2024
Q1 		$62.6K Buy
1,455
+479
+49% +$19.8K ﹤0.01% 844
2023
Q4 		$36K Buy
976
+975
+97,500% +$36.7K ﹤0.01% 1063
2023
Q3 		$0 Buy
+1
New +$39 ﹤0.01% 2275
2023
Q1 		– Sell
-1
Closed – – 2612
2022
Q4 		$0 Sell
1
-294
-100% -$11K ﹤0.01% 2458
2022
Q3 		$11K Buy
295
+193
+189% +$7.3K ﹤0.01% 1308
2022
Q2 		$4K Buy
+102
New +$3.96K ﹤0.01% 1522

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Blue Trust Inc's SPSM Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 684% in Q3 2026, buying an estimated $343K and bringing the position to 6,984 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Blue Trust Inc first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. 405 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Blue Trust Inc held 6,984 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $369K as of Q3 2026.
  • Blue Trust Inc bought 6,093 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $343K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #579 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 405 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.