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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
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

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Betterment LLC
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Morgan Stanley
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Charles Schwab
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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return