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

Centennial Bank’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	$56.1K	Hold	973	–	–	0.02%	224
2026 Q1	$47K	Hold	973	–	–	0.02%	214
2025 Q4	$45.6K	Hold	973	–	–	0.02%	213
2025 Q3	$45.1K	Hold	973	–	–	0.02%	207
2025 Q2	$41.5K	Hold	973	–	–	0.02%	211
2025 Q1	$39.7K	Buy	973 +596	+158%	+$26.3K	0.02%	207
2024 Q4	$16.9K	Hold	377	–	–	0.01%	245
2024 Q3	$17.2K	Hold	377	–	–	0.01%	247
2024 Q2	$15.7K	Hold	377	–	–	0.01%	247
2024 Q1	$16.2K	Hold	377	–	–	0.01%	240
2023 Q4	$15.9K	Hold	377	–	–	0.01%	242
2023 Q3	$13.9K	Hold	377	–	–	0.01%	244
2023 Q2	$14.6K	Buy	+377	New	+$14K	0.01%	247

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 22.96% 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

Centennial Bank's SPSM Position: Q2 2026 in Review

Centennial Bank held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 973 shares worth $56.1K. The position accounts for 0.02% of the portfolio, ranked #224.

Centennial Bank first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Centennial Bank held 973 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $56.1K as of Q2 2026.
Centennial Bank 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 Centennial Bank's portfolio in Q2 2026, its #224 holding.
Centennial Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Centennial Bank's 13F filing for Q2 2026, filed 10 Aug 2026.