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

Glenview 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	$217K	Hold	4,500	–	–	﹤0.01%	475
2025 Q4	$211K	Hold	4,500	–	–	﹤0.01%	477
2025 Q3	$208K	Sell	4,500 -1,205	-21%	-$54K	﹤0.01%	472
2025 Q2	$243K	Buy	5,705 +688	+14%	+$27.7K	﹤0.01%	458
2025 Q1	$204K	Buy	5,017 +404	+9%	+$17.8K	﹤0.01%	464
2024 Q4	$207K	Buy	+4,613	New	+$215K	﹤0.01%	468

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

Glenview Trust's SPSM Position: Q1 2026 in Review

Glenview Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 4,500 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Glenview Trust first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $243K in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Glenview Trust held 4,500 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $217K as of Q1 2026.
Glenview 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 Glenview Trust's portfolio in Q1 2026, its #475 holding.
Glenview Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Glenview Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $243K in Q2 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.