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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Parkside Financial Bank & Trust's SPSM Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q1 2026, buying an estimated $811K and bringing the position to 258,170 shares worth $12.5M. The position accounts for 0.96% of the portfolio, ranked #18.

Parkside Financial Bank & Trust first reported a position in SPSM in Q2 2018 and has held it in 11 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Parkside Financial Bank & Trust held 258,170 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.5M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 16,378 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $811K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.96% of Parkside Financial Bank & Trust's portfolio in Q1 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 11 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.