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

BOK Financial’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 Q1	$31.1M	Buy	643,708 +18,343	+3%	+$908K	0.48%	44
2025 Q4	$29.3M	Buy	625,365 +47,105	+8%	+$2.2M	0.45%	44
2025 Q3	$26.8M	Buy	578,260 +152,360	+36%	+$6.83M	0.4%	48
2025 Q2	$18.1M	Buy	425,900 +425,425	+89,563%	+$17.2M	0.29%	69
2025 Q1	$19.4K	Buy	+475	New	+$20.9K	﹤0.01%	925
2024 Q4	–	Sell	-342	Closed	-$15.2K	–	1440
2024 Q3	$15.2K	Hold	342	–	–	﹤0.01%	951
2024 Q2	$14.2K	Hold	342	–	–	﹤0.01%	929
2024 Q1	$14.6K	Hold	342	–	–	﹤0.01%	928
2023 Q4	$14.4K	Buy	+342	New	+$12.9K	﹤0.01%	905
2022 Q2	–	Sell	-4,910	Closed	-$207K	–	979
2022 Q1	$207K	Sell	4,910 -509	-9%	-$21.4K	﹤0.01%	924
2021 Q4	$242K	Sell	5,419 -1,351	-20%	-$60K	﹤0.01%	889
2021 Q3	$288K	Buy	+6,770	New	+$290K	0.01%	828
2021 Q1	$305K	Buy	+7,226	New	+$294K	0.01%	777

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOK Financial's SPSM Position: Q1 2026 in Review

BOK Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.9% in Q1 2026, buying an estimated $908K and bringing the position to 643,708 shares worth $31.1M. The position accounts for 0.48% of the portfolio, ranked #44.

BOK Financial first reported a position in SPSM in Q1 2021 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

BOK Financial held 643,708 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $31.1M as of Q1 2026.
BOK Financial bought 18,343 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $908K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.48% of BOK Financial's portfolio in Q1 2026, its #44 holding.
BOK Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 13 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.