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 Q2	$260K	Hold	4,500	–	–	﹤0.01%	466
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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glenview Trust's SPSM Position: Q2 2026 in Review

Glenview Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,500 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Glenview Trust first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Glenview Trust held 4,500 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $260K as of Q2 2026.
Glenview Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #466 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 7 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.