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

Hickory Point Bank & 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 		$18.5K Hold
320
– – 0.01% 309
2026
Q1 		$15.5K Buy
+320
New +$15.8K 0.01% 313

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hickory Point Bank & Trust's SPSM Position: Q2 2026 in Review

Hickory Point Bank & Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 320 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #309.

Hickory Point Bank & Trust first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Hickory Point Bank & Trust held 320 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.5K as of Q2 2026.
  • Hickory Point Bank & 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 Hickory Point Bank & Trust's portfolio in Q2 2026, its #309 holding.
  • Hickory Point Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.