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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Dorsey & Whitney Trust's SPSM Position: Q1 2026 in Review

Dorsey & Whitney Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 4,981 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #634.

Dorsey & Whitney Trust first reported a position in SPSM in Q2 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Dorsey & Whitney Trust held 4,981 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $241K as of Q1 2026.
  • Dorsey & Whitney Trust left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #634 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 4 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.