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

SouthState Corp’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	–	Sell	-11	Closed	-$532	–	1368
2026 Q1	$532	Sell	11 -83	-88%	-$4.11K	﹤0.01%	1169
2025 Q4	$4.41K	Buy	+94	New	+$4.38K	﹤0.01%	829
2024 Q3	–	Sell	-13	Closed	-$540	–	650
2024 Q2	$540	Buy	+13	New	+$542	﹤0.01%	622
2023 Q3	–	Sell	-168	Closed	-$6.53K	–	680
2023 Q2	$6.53K	Hold	168	–	–	﹤0.01%	500
2023 Q1	$6.34K	Sell	168 -706	-81%	-$27.6K	﹤0.01%	553
2022 Q4	$32.3K	Buy	874 +706	+420%	+$26.4K	﹤0.01%	425
2022 Q3	$6K	Hold	168	–	–	﹤0.01%	597
2022 Q2	$6K	Hold	168	–	–	﹤0.01%	628
2022 Q1	$7K	Buy	+168	New	+$7.07K	﹤0.01%	626

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

SouthState Corp's SPSM Position: Q2 2026 in Review

SouthState Corp sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 11 shares — an estimated $532 sold.

SouthState Corp first reported a position in SPSM in Q1 2022 and held it in 9 quarters. The position peaked at $32.3K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SouthState Corp reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
SouthState Corp sold 11 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $532.
SouthState Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 9 quarters.
SouthState Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $32.3K in Q4 2022.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.