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

Smithfield 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	$95K	Hold	2,081	–	–	﹤0.01%	493
2025 Q4	$93K	Buy	2,081 +250	+14%	+$11.7K	﹤0.01%	490
2025 Q3	$80K	Hold	1,831	–	–	﹤0.01%	500
2025 Q2	$72K	Hold	1,831	–	–	﹤0.01%	506
2025 Q1	$70K	Hold	1,831	–	–	﹤0.01%	498
2024 Q4	$77K	Hold	1,831	–	–	﹤0.01%	483
2024 Q3	$78K	Hold	1,831	–	–	﹤0.01%	491
2024 Q2	$70K	Hold	1,831	–	–	﹤0.01%	492
2024 Q1	$74K	Hold	1,831	–	–	﹤0.01%	499
2023 Q4	$72K	Hold	1,831	–	–	﹤0.01%	490
2023 Q3	$62K	Sell	1,831 -306	-14%	-$11.9K	﹤0.01%	497
2023 Q2	$79K	Buy	+2,137	New	+$79.4K	﹤0.01%	467

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smithfield Trust's SPSM Position: Q1 2026 in Review

Smithfield Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 2,081 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Smithfield Trust first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Smithfield Trust held 2,081 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $95K as of Q1 2026.
Smithfield Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #493 holding.
Smithfield Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 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 Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.