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

Sumitomo Mitsui Trust Group’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	$6.25M	Buy	108,300 +4,900	+5%	+$262K	﹤0.01%	707
2026 Q1	$5M	Sell	103,400 -3,600	-3%	-$178K	﹤0.01%	716
2025 Q4	$5.01M	Sell	107,000 -14,700	-12%	-$686K	﹤0.01%	733
2025 Q3	$5.64M	Sell	121,700 -8,800	-7%	-$395K	﹤0.01%	721
2025 Q2	$5.56M	Buy	130,500 +13,100	+11%	+$528K	﹤0.01%	709
2025 Q1	$4.79M	Buy	117,400 +50,300	+75%	+$2.22M	﹤0.01%	732
2024 Q4	$3.01M	Buy	+67,100	New	+$3.12M	﹤0.01%	785

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

Sumitomo Mitsui Trust Group's SPSM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.7% in Q2 2026, buying an estimated $262K and bringing the position to 108,300 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Sumitomo Mitsui Trust Group first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sumitomo Mitsui Trust Group held 108,300 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.25M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 4,900 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $262K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #707 holding.
Sumitomo Mitsui Trust Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
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 Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.