Independence Bank of Kentucky’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Independence Bank of Kentucky’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	$244K	Hold	4,233	–	–	0.03%	267
2026 Q1	$205K	Hold	4,233	–	–	0.03%	279
2025 Q4	$198K	Hold	4,233	–	–	0.02%	286
2025 Q3	$196K	Hold	4,233	–	–	0.03%	286
2025 Q2	$180K	Hold	4,233	–	–	0.03%	292
2025 Q1	$173K	Hold	4,233	–	–	0.03%	290
2024 Q4	$190K	Hold	4,233	–	–	0.03%	285
2024 Q3	$193K	Hold	4,233	–	–	0.04%	260
2024 Q2	$176K	Hold	4,233	–	–	0.05%	245
2024 Q1	$182K	Hold	4,233	–	–	0.05%	227
2023 Q4	$179K	Hold	4,233	–	–	0.06%	209
2023 Q3	$156K	Hold	4,233	–	–	0.07%	188
2023 Q2	$164K	Hold	4,233	–	–	0.07%	185
2023 Q1	$160K	Hold	4,233	–	–	0.07%	179
2022 Q4	$156K	Hold	4,233	–	–	0.07%	178
2022 Q3	$144K	Sell	4,233 -257	-6%	-$9.73K	0.07%	164
2022 Q2	$162K	Hold	4,490	–	–	0.07%	161
2022 Q1	$189K	Buy	4,490 +3,733	+493%	+$157K	0.07%	167
2021 Q4	$34K	Hold	757	–	–	0.01%	273
2021 Q3	$32K	Hold	757	–	–	0.01%	275
2021 Q2	$33K	Buy	+757	New	+$32.9K	0.01%	273

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independence Bank of Kentucky's SPSM Position: Q2 2026 in Review

Independence Bank of Kentucky held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,233 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #267.

Independence Bank of Kentucky first reported a position in SPSM in Q2 2021 and has held it in 21 quarters since. 492 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Independence Bank of Kentucky held 4,233 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $244K as of Q2 2026.
Independence Bank of Kentucky 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 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #267 holding.
Independence Bank of Kentucky first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
492 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.