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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Wealth Partners's SPSM Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 112% in Q1 2026, buying an estimated $1.35M and bringing the position to 51,768 shares worth $2.5M. The position accounts for 0.1% of the portfolio, ranked #223.

Gateway Wealth Partners first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.2M in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Gateway Wealth Partners held 51,768 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.5M as of Q1 2026.
Gateway Wealth Partners bought 27,301 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.35M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q1 2026, its #223 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 14 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $20.2M in Q2 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.