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 Q3	$6.72M	Sell	127,129 -980	-0.8%	-$55.2K	0.07%	185
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Midwest Trust's SPSM Position: Q3 2026 in Review

Midwest Trust reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.76% in Q3 2026, selling an estimated $55.2K and leaving 127,129 shares worth $6.72M. The position accounts for 0.07% of the portfolio, ranked #185.

Midwest Trust first reported a position in SPSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.39M in Q2 2026. 300 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Midwest Trust held 127,129 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.72M as of Q3 2026.
Midwest Trust sold 980 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $55.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Midwest Trust's portfolio in Q3 2026, its #185 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 6 quarters since.
Midwest Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.39M in Q2 2026.
300 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.