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Old Second National Bank of Aurora’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Old Second National Bank of Aurora’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 		$487K Sell
8,438
-2,349
-22% -$125K 0.09% 99
2026
Q1 		$521K Sell
10,787
-73
-0.7% -$3.61K 0.11% 95
2025
Q4 		$509K Buy
10,860
+532
+5% +$24.8K 0.1% 100
2025
Q3 		$478K Sell
10,328
-42
-0.4% -$1.88K 0.1% 98
2025
Q2 		$442K Sell
10,370
-61
-0.6% -$2.46K 0.1% 102
2025
Q1 		$425K Sell
10,431
-63
-0.6% -$2.77K 0.1% 105
2024
Q4 		$471K Buy
10,494
+725
+7% +$33.7K 0.11% 102
2024
Q3 		$445K Buy
9,769
+326
+3% +$14.3K 0.11% 108
2024
Q2 		$392K Buy
9,443
+6,611
+233% +$275K 0.1% 111
2024
Q1 		$122K Buy
2,832
+6
+0.2% +$248 0.03% 145
2023
Q4 		$119K Buy
2,826
+382
+16% +$14.4K 0.03% 150
2023
Q3 		$90.2K Buy
2,444
+184
+8% +$7.17K 0.03% 162
2023
Q2 		$87.8K Buy
2,260
+91
+4% +$3.38K 0.03% 164
2023
Q1 		$81.9K Buy
2,169
+109
+5% +$4.26K 0.02% 171
2022
Q4 		$76.2K Buy
2,060
+252
+14% +$9.44K 0.02% 171
2022
Q3 		$62K Buy
1,808
+41
+2% +$1.55K 0.02% 180
2022
Q2 		$64K Buy
1,767
+12
+0.7% +$466 0.02% 181
2022
Q1 		$74K Buy
1,755
+82
+5% +$3.45K 0.02% 179
2021
Q4 		$64K Buy
1,673
+202
+14% +$8.98K 0.02% 173
2021
Q3 		$63K Buy
1,471
+33
+2% +$1.41K 0.02% 186
2021
Q2 		$63K Sell
1,438
-47
-3% -$2.04K 0.02% 179
2021
Q1 		$63K Sell
1,485
-189
-11% -$7.7K 0.02% 174
2020
Q4 		$60K Buy
1,674
+82
+5% +$2.63K 0.02% 173
2020
Q3 		$44K Buy
1,592
+120
+8% +$3.35K 0.01% 189
2020
Q2 		$39K Sell
1,472
-44
-3% -$1.08K 0.01% 199
2020
Q1 		$33K Sell
1,516
-108
-7% -$3.13K 0.01% 203
2019
Q4 		$53K Buy
1,624
+184
+13% +$5.74K 0.02% 197
2019
Q3 		$43K Buy
1,440
+1,160
+414% +$35K 0.01% 198
2019
Q2 		$9K Hold
280
– – ﹤0.01% 318
2019
Q1 		$8K Buy
280
+30
+12% +$891 ﹤0.01% 341
2018
Q4 		$7K Buy
250
+248
+12,400% +$7.31K ﹤0.01% 326
2018
Q3 		$0 Hold
2
– – ﹤0.01% 384
2018
Q2 		$0 Buy
+2
New +$63 ﹤0.01% 390

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

Old Second National Bank of Aurora's SPSM Position: Q2 2026 in Review

Old Second National Bank of Aurora reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q2 2026, selling an estimated $125K and leaving 8,438 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #99.

Old Second National Bank of Aurora first reported a position in SPSM in Q2 2018 and has held it in 33 quarters since. The position peaked at $521K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Old Second National Bank of Aurora held 8,438 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $487K as of Q2 2026.
  • Old Second National Bank of Aurora sold 2,349 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $125K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #99 holding.
  • Old Second National Bank of Aurora first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Old Second National Bank of Aurora's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $521K in Q1 2026.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.