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

Sunflower Bank’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	$2.26M	Sell	39,241 -397	-1%	-$21.2K	0.54%	29
2026 Q1	$1.92M	Sell	39,638 -2,947	-7%	-$146K	0.49%	25
2025 Q4	$2M	Sell	42,585 -5,567	-12%	-$260K	0.5%	28
2025 Q3	$2.23M	Sell	48,152 -489	-1%	-$21.9K	0.54%	23
2025 Q2	$2.07M	Buy	+48,641	New	+$1.96M	0.52%	24

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 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunflower Bank's SPSM Position: Q2 2026 in Review

Sunflower Bank reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1% in Q2 2026, selling an estimated $21.2K and leaving 39,241 shares worth $2.26M. The position accounts for 0.54% of the portfolio, ranked #29.

Sunflower Bank 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.

Sunflower Bank held 39,241 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.26M as of Q2 2026.
Sunflower Bank sold 397 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $21.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.54% of Sunflower Bank's portfolio in Q2 2026, its #29 holding.
Sunflower Bank 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 Sunflower Bank's 13F filing for Q2 2026, filed 13 Jul 2026.