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

First PREMIER 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 Q3	$3.03M	Hold	57,325	–	–	0.49%	50
2026 Q2	$3.31M	Buy	+57,325	New	+$3.06M	0.53%	42
2020 Q1	–	Sell	-183	Closed	-$6K	–	342
2019 Q4	$6K	Hold	183	–	–	﹤0.01%	292
2019 Q3	$5K	Hold	183	–	–	﹤0.01%	292
2019 Q2	$6K	Hold	183	–	–	﹤0.01%	264
2019 Q1	$6K	Hold	183	–	–	﹤0.01%	263
2018 Q4	$5K	Buy	+183	New	+$5.4K	﹤0.01%	269

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

First PREMIER Bank's SPSM Position: Q3 2026 in Review

First PREMIER Bank held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 57,325 shares worth $3.03M. The position accounts for 0.49% of the portfolio, ranked #50.

First PREMIER Bank first reported a position in SPSM in Q4 2018 and has held it in 7 quarters since. The position peaked at $3.31M in Q2 2026. 309 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

First PREMIER Bank held 57,325 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.03M as of Q3 2026.
First PREMIER Bank left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.49% of First PREMIER Bank's portfolio in Q3 2026, its #50 holding.
First PREMIER Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 7 quarters since.
First PREMIER Bank's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.31M in Q2 2026.
309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on First PREMIER Bank's 13F filing for Q3 2026, filed 13 Oct 2026.