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

Fiduciary Trust’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	$1.24M	Hold	25,712	–	–	0.01%	378
2025 Q4	$1.2M	Sell	25,712 -833	-3%	-$38.8K	0.01%	376
2025 Q3	$1.23M	Buy	26,545 +574	+2%	+$25.7K	0.01%	373
2025 Q2	$1.11M	Sell	25,971 -132	-0.5%	-$5.32K	0.01%	387
2025 Q1	$1.06M	Hold	26,103	–	–	0.01%	374
2024 Q4	$1.17M	Hold	26,103	–	–	0.02%	327
2024 Q3	$1.19M	Hold	26,103	–	–	0.02%	335
2024 Q2	$1.08M	Hold	26,103	–	–	0.02%	328
2024 Q1	$1.12M	Hold	26,103	–	–	0.02%	325
2023 Q4	$1.1M	Buy	26,103 +7,940	+44%	+$299K	0.02%	317
2023 Q3	$670K	Hold	18,163	–	–	0.01%	376
2023 Q2	$705K	Buy	+18,163	New	+$675K	0.01%	383
2022 Q2	–	Sell	-5,147	Closed	-$217K	–	673
2022 Q1	$217K	Hold	5,147	–	–	﹤0.01%	623
2021 Q4	$230K	Hold	5,147	–	–	﹤0.01%	610
2021 Q3	$219K	Buy	5,147 +547	+12%	+$23.4K	﹤0.01%	612
2021 Q2	$202K	Buy	+4,600	New	+$200K	﹤0.01%	620

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

Fiduciary Trust's SPSM Position: Q1 2026 in Review

Fiduciary Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 25,712 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #378.

Fiduciary Trust first reported a position in SPSM in Q2 2021 and has held it in 16 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Fiduciary Trust held 25,712 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.24M as of Q1 2026.
Fiduciary Trust 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 Fiduciary Trust's portfolio in Q1 2026, its #378 holding.
Fiduciary Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 16 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 Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.