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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Tompkins Financial's SPSM Position: Q2 2026 in Review

Tompkins Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 317% in Q2 2026, buying an estimated $45K and bringing the position to 1,109 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Tompkins Financial first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Tompkins Financial held 1,109 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $64K as of Q2 2026.
  • Tompkins Financial bought 843 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $45K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #311 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 2 quarters since.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.