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

Oakworth Capital’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
Q1 		$6.67K Hold
138
– – ﹤0.01% 703
2025
Q4 		$6.47K Hold
138
– – ﹤0.01% 703
2025
Q3 		$6.39K Hold
138
– – ﹤0.01% 663
2025
Q2 		$5.88K Buy
+138
New +$5.57K ﹤0.01% 525
2024
Q3 		– Sell
-2,354
Closed -$97.8K – 753
2024
Q2 		$97.8K Hold
2,354
– – 0.01% 269
2024
Q1 		$101K Buy
+2,354
New +$97.3K 0.01% 249

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return