TIAA Trust, National Association
SPSM icon

TIAA Trust, National Association’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

TIAA Trust, National Association’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 		– Sell
-6,113
Closed -$286K – 625
2025
Q4 		$286K Sell
6,113
-707
-10% -$33K ﹤0.01% 592
2025
Q3 		$316K Buy
+6,820
New +$306K ﹤0.01% 578

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Morgan Stanley
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Charles Schwab
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VA
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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association's SPSM Position: Q1 2026 in Review

TIAA Trust, National Association sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 6,113 shares — an estimated $286K sold.

TIAA Trust, National Association first reported a position in SPSM in Q3 2025 and held it in 2 quarters. The position peaked at $316K in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • TIAA Trust, National Association reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 6,113 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $286K.
  • TIAA Trust, National Association first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 2 quarters.
  • TIAA Trust, National Association's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $316K in Q3 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.