Dorsey & Whitney Trust’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Dorsey & Whitney Trust’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	$287K	Hold	4,981	–	–	0.01%	609
2026 Q1	$241K	Hold	4,981	–	–	0.01%	634
2025 Q4	$233K	Hold	4,981	–	–	0.01%	633
2025 Q3	$231K	Hold	4,981	–	–	0.01%	615
2025 Q2	$212K	Buy	+4,981	New	+$201K	0.01%	639

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 22.96% 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

Dorsey & Whitney Trust's SPSM Position: Q2 2026 in Review

Dorsey & Whitney Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,981 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #609.

Dorsey & Whitney Trust first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Dorsey & Whitney Trust held 4,981 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $287K as of Q2 2026.
Dorsey & Whitney Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #609 holding.
Dorsey & Whitney Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.