TF
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Tompkins Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Tompkins Financial’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
Q3 		$56.7K Sell
1,073
-36
-3% -$2.03K ﹤0.01% 324
2026
Q2 		$64K Buy
1,109
+843
+317% +$45K ﹤0.01% 311
2026
Q1 		$12.9K Buy
+266
New +$13.2K ﹤0.01% 431

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Tompkins Financial's SPSM Position: Q3 2026 in Review

Tompkins Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q3 2026, selling an estimated $2.03K and leaving 1,073 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Tompkins Financial first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $64K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Tompkins Financial held 1,073 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $56.7K as of Q3 2026.
  • Tompkins Financial sold 36 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $2.03K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #324 holding.
  • Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Tompkins Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $64K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.