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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Blue Trust Inc's SPSM Position: Q2 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 24% in Q2 2026, buying an estimated $9.34K and bringing the position to 891 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Blue Trust Inc first reported a position in SPSM in Q2 2022 and has held it in 15 quarters since. The position peaked at $172K in Q1 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Blue Trust Inc held 891 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $51.4K as of Q2 2026.
  • Blue Trust Inc bought 175 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $9.34K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1339 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 15 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $172K in Q1 2025.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.