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Gateway Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Gateway Wealth Partners’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 		$2.09M Sell
36,159
-15,609
-30% -$833K 0.13% 189
2026
Q1 		$2.5M Buy
51,768
+27,301
+112% +$1.35M 0.1% 223
2025
Q4 		$1.15M Sell
24,467
-966
-4% -$45K 0.13% 167
2025
Q3 		$1.18M Buy
25,433
+16,052
+171% +$720K 0.16% 142
2025
Q2 		$400K Sell
9,381
-9,056
-49% -$365K 0.08% 239
2025
Q1 		$751K Buy
18,437
+150
+0.8% +$6.61K 0.17% 135
2024
Q4 		$821K Sell
18,287
-49,724
-73% -$2.31M 0.21% 107
2024
Q3 		$3.1M Sell
68,011
-1,738
-2% -$76.4K 0.85% 28
2024
Q2 		$2.9M Buy
69,749
+11,777
+20% +$491K 0.88% 27
2024
Q1 		$2.5M Sell
57,972
-11,557
-17% -$478K 0.9% 30
2023
Q4 		$2.93M Sell
69,529
-431,152
-86% -$16.2M 1.18% 20
2023
Q3 		$18.5M Sell
500,681
-19,627
-4% -$764K 3.33% 6
2023
Q2 		$20.2M Buy
520,308
+19,225
+4% +$715K 3.61% 6
2023
Q1 		$18.9M Buy
501,083
+40,320
+9% +$1.57M 2.91% 9
2022
Q4 		$17M Buy
+460,763
New +$17.3M 2.93% 9

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gateway Wealth Partners's SPSM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 30% in Q2 2026, selling an estimated $833K and leaving 36,159 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #189.

Gateway Wealth Partners first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.2M in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Gateway Wealth Partners held 36,159 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.09M as of Q2 2026.
  • Gateway Wealth Partners sold 15,609 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $833K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Gateway Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $20.2M in Q2 2023.
  • 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.