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

Stock Yards 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 		$309K Hold
5,366
– – 0.01% 340
2026
Q1 		$259K Buy
5,366
+111
+2% +$5.5K 0.01% 357
2025
Q4 		$246K Hold
5,255
– – 0.01% 369
2025
Q3 		$243K Hold
5,255
– – 0.01% 364
2025
Q2 		$224K Buy
+5,255
New +$212K 0.01% 362

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 22.9% 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

Stock Yards Bank & Trust's SPSM Position: Q2 2026 in Review

Stock Yards Bank & Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 5,366 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #340.

Stock Yards Bank & Trust first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Stock Yards Bank & Trust held 5,366 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $309K as of Q2 2026.
  • Stock Yards Bank & Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #340 holding.
  • Stock Yards Bank & Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.