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

Central Trust Company’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	$51.9K	Hold	1,075	–	–	﹤0.01%	840
2025 Q4	$50.4K	Hold	1,075	–	–	﹤0.01%	816
2025 Q3	$49.8K	Hold	1,075	–	–	﹤0.01%	818
2025 Q2	$45.8K	Hold	1,075	–	–	﹤0.01%	824
2025 Q1	$43.8K	Hold	1,075	–	–	﹤0.01%	820
2024 Q4	$48.3K	Hold	1,075	–	–	﹤0.01%	809
2024 Q3	$48.9K	Hold	1,075	–	–	﹤0.01%	792
2024 Q2	$44.6K	Hold	1,075	–	–	﹤0.01%	803
2024 Q1	$46.3K	Hold	1,075	–	–	﹤0.01%	819
2023 Q4	$45.3K	Hold	1,075	–	–	﹤0.01%	811
2023 Q3	$39.7K	Hold	1,075	–	–	﹤0.01%	811
2023 Q2	$41.8K	Hold	1,075	–	–	﹤0.01%	808
2023 Q1	$40.6K	Buy	+1,075	New	+$42K	﹤0.01%	821
2021 Q4	–	Sell	-7	Closed	–	–	1330
2021 Q3	$0	Buy	+7	New	+$300	﹤0.01%	1294

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

Central Trust Company's SPSM Position: Q1 2026 in Review

Central Trust Company held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 1,075 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Central Trust Company first reported a position in SPSM in Q3 2021 and has held it in 14 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Central Trust Company held 1,075 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $51.9K as of Q1 2026.
Central Trust Company left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #840 holding.
Central Trust Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 14 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 Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.