ETF Holders

Southern Michigan Bank & Trust ETF holdings

Coldwater, MI

Reported $194.9M in 78 ETFs in its Form 13F for June 30, 2026.

ETF value
$194.9M
ETFs held
78
Change from prior quarter
+5.8%
With price moves
ETFs as a share of its 13F
69.3%
of $281.3M

Top 10 of 78 ETF holdings

TickerFundValueSharesChange
SCHGSchwab U.S. Large-Cap Growth ETF$52.6M1,553,292+10,699 shares
SCHVSchwab U.S. Large-Cap Value ETF$35.5M1,019,784+18,159 shares
BIVVanguard Intermediate-Term Bond ETF$33.3M433,842+69 shares
GVIiShares Intermediate Government/Credit Bond ETF$29.9M281,916+474 shares
VOVanguard Morningstar Mid-Cap ETF$20.8M258,108+193,951 shares
SPSBState Street SPDR Portfolio Short Term Corporate Bond Index ETF$10.2M338,691+1,188 shares
SDYState Street SPDR S&P Dividend ETF$2.6M16,921−361 shares
IWFiShares Russell 1000 Growth ETF$2.5M19,836+15,149 shares
IWDiShares Russell 1000 Value ETF$1.7M6,901+674 shares
IJHiShares Core S&P Mid-Cap ETF$875K11,351No change
68 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001173227. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Southern Michigan Bank & Trust own?

Southern Michigan Bank & Trust reported 78 ETF positions worth $194.9M in its Form 13F for June 30, 2026. The largest was SCHG, at $52.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.