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Clearstead Advisors’s South Plains Financial SPFI Stock Holding History

Clearstead Advisors’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.07K Buy
+48
New +$2K ﹤0.01% 2473
2026
Q1 		– Sell
-2
Closed -$78 – 2786
2025
Q4 		$78 Buy
+2
New +$77 ﹤0.01% 2557

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Clearstead Advisors's SPFI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in South Plains Financial (SPFI) in Q2 2026: 48 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SPFI as recently as Q4 2025.

Clearstead Advisors first reported a position in SPFI in Q4 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Clearstead Advisors held 48 shares of South Plains Financial worth $2.07K as of Q2 2026.
  • South Plains Financial was a new Clearstead Advisors position in Q2 2026.
  • South Plains Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2473 holding.
  • Clearstead Advisors first reported a position in South Plains Financial in Q4 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.