Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-132	Closed	-$6.38K	–	1117
2026 Q1	$6.38K	Hold	132	–	–	﹤0.01%	929
2025 Q4	$6.19K	Hold	132	–	–	﹤0.01%	843
2025 Q3	$6.12K	Hold	132	–	–	﹤0.01%	767
2025 Q2	$5.62K	Hold	132	–	–	﹤0.01%	829
2025 Q1	$5.38K	Hold	132	–	–	﹤0.01%	618
2024 Q4	$5.93K	Hold	132	–	–	﹤0.01%	592
2024 Q3	$6.01K	Hold	132	–	–	﹤0.01%	616
2024 Q2	$5.48K	Buy	+132	New	+$5.5K	﹤0.01%	766

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's SPSM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 132 shares — an estimated $6.38K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPSM in Q2 2024 and held it in 8 quarters. The position peaked at $6.38K in Q1 2026. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 132 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.38K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.38K in Q1 2026.
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 Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.