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

Community 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 Q1	$32.7K	Hold	677	–	–	﹤0.01%	341
2025 Q4	$31.7K	Hold	677	–	–	﹤0.01%	349
2025 Q3	$31.4K	Hold	677	–	–	﹤0.01%	347
2025 Q2	$28.8K	Buy	677 +39	+6%	+$1.57K	﹤0.01%	280
2025 Q1	$26K	Hold	638	–	–	﹤0.01%	287
2024 Q4	$28.7K	Hold	638	–	–	﹤0.01%	290
2024 Q3	$29K	Hold	638	–	–	﹤0.01%	288
2024 Q2	$26.5K	Hold	638	–	–	﹤0.01%	299
2024 Q1	$27.5K	Sell	638 -200	-24%	-$8.27K	﹤0.01%	299
2023 Q4	$35.3K	Hold	838	–	–	﹤0.01%	290
2023 Q3	$30.9K	Hold	838	–	–	﹤0.01%	294
2023 Q2	$32.5K	Buy	838 +473	+130%	+$17.6K	﹤0.01%	298
2023 Q1	$13.8K	Hold	365	–	–	﹤0.01%	357
2022 Q4	$13.5K	Hold	365	–	–	﹤0.01%	365
2022 Q3	$12K	Hold	365	–	–	﹤0.01%	374
2022 Q2	$13K	Hold	365	–	–	﹤0.01%	361
2022 Q1	$15K	Hold	365	–	–	﹤0.01%	354
2021 Q4	$16K	Hold	365	–	–	﹤0.01%	358
2021 Q3	$16K	Hold	365	–	–	﹤0.01%	364
2021 Q2	$16K	Hold	365	–	–	﹤0.01%	370
2021 Q1	$15K	Sell	365 -435	-54%	-$17.7K	﹤0.01%	374
2020 Q4	$29K	Hold	800	–	–	﹤0.01%	330
2020 Q3	$22K	Hold	800	–	–	﹤0.01%	344
2020 Q2	$21K	Buy	+800	New	+$19.7K	﹤0.01%	345

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

Community Bank's SPSM Position: Q1 2026 in Review

Community Bank held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 677 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Community Bank first reported a position in SPSM in Q2 2020 and has held it in 24 quarters since. The position peaked at $35.3K in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Community Bank held 677 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.7K as of Q1 2026.
Community Bank 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 Community Bank's portfolio in Q1 2026, its #341 holding.
Community Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 24 quarters since.
Community Bank's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $35.3K in Q4 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.