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

Parkside Financial Bank & 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	$15.4M	Buy	267,153 +8,983	+3%	+$480K	1.05%	18
2026 Q1	$12.5M	Buy	258,170 +16,378	+7%	+$811K	0.96%	18
2025 Q4	$11.3M	Buy	241,792 +8,868	+4%	+$414K	0.85%	19
2025 Q3	$10.8M	Buy	232,924 +14,683	+7%	+$658K	0.83%	18
2025 Q2	$9.3M	Buy	218,241 +97,198	+80%	+$3.92M	1%	19
2025 Q1	$4.93M	Buy	121,043 +21,053	+21%	+$927K	0.63%	30
2024 Q4	$4.49M	Buy	99,990 +92,436	+1,224%	+$4.3M	0.59%	28
2024 Q3	$344K	Buy	7,554 +6,233	+472%	+$274K	0.05%	262
2024 Q2	$54.9K	Buy	+1,321	New	+$55K	0.01%	712
2022 Q2	–	Sell	-94	Closed	-$4K	–	1942
2022 Q1	$4K	Hold	94	–	–	﹤0.01%	1417
2021 Q4	$4K	Buy	+94	New	+$4.18K	﹤0.01%	1425
2018 Q3	–	Sell	-16	Closed	-$1K	–	1622
2018 Q2	$1K	Buy	+16	New	+$504	﹤0.01%	1358

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Financial Bank & Trust's SPSM Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.5% in Q2 2026, buying an estimated $480K and bringing the position to 267,153 shares worth $15.4M. The position accounts for 1.05% of the portfolio, ranked #18.

Parkside Financial Bank & Trust first reported a position in SPSM in Q2 2018 and has held it in 12 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Parkside Financial Bank & Trust held 267,153 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $15.4M as of Q2 2026.
Parkside Financial Bank & Trust bought 8,983 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $480K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.05% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #18 holding.
Parkside Financial Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 12 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.