First National Bank & Trust Co of Newtown’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

First National Bank & Trust Co of Newtown’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	$264K	Buy	+4,671	New	+$249K	0.05%	135

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

First National Bank & Trust Co of Newtown's SPSM Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 4,671 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

775 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

First National Bank & Trust Co of Newtown held 4,671 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $264K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new First National Bank & Trust Co of Newtown position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #135 holding.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.