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

Greenleaf 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 		$38.5M Buy
668,396
+55,260
+9% +$2.95M 0.37% 29
2026
Q1 		$29.6M Buy
613,136
+73,369
+14% +$3.63M 0.29% 31
2025
Q4 		$25.3M Buy
539,767
+498,307
+1,202% +$23.2M 0.23% 34
2025
Q3 		$1.92M Buy
+41,460
New +$1.86M 0.02% 212

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Greenleaf Trust's SPSM Position: Q2 2026 in Review

Greenleaf Trust increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9% in Q2 2026, buying an estimated $2.95M and bringing the position to 668,396 shares worth $38.5M. The position accounts for 0.37% of the portfolio, ranked #29.

Greenleaf Trust first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Greenleaf Trust held 668,396 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $38.5M as of Q2 2026.
  • Greenleaf Trust bought 55,260 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.95M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of Greenleaf Trust's portfolio in Q2 2026, its #29 holding.
  • Greenleaf Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.