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

Midwest 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 		$7.39M Buy
128,109
+1,407
+1% +$75.1K 0.08% 181
2026
Q1 		$6.12M Sell
126,702
-1,724
-1% -$85.3K 0.08% 187
2025
Q4 		$6.02M Buy
128,426
+4,589
+4% +$214K 0.08% 194
2025
Q3 		$5.74M Sell
123,837
-4,980
-4% -$223K 0.07% 198
2025
Q2 		$5.49M Buy
+128,817
New +$5.19M 0.08% 197

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Midwest Trust's SPSM Position: Q2 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.1% in Q2 2026, buying an estimated $75.1K and bringing the position to 128,109 shares worth $7.39M. The position accounts for 0.08% of the portfolio, ranked #181.

Midwest Trust first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Midwest Trust held 128,109 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.39M as of Q2 2026.
  • Midwest Trust bought 1,407 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $75.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Midwest Trust's portfolio in Q2 2026, its #181 holding.
  • Midwest Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.