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

Gilpin Wealth Management’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	$618K	Sell	10,724 -6	-0.1%	-$320	0.43%	70
2026 Q1	$518K	Sell	10,730 -535	-5%	-$26.5K	0.41%	72
2025 Q4	$528K	Buy	+11,265	New	+$525K	0.42%	69

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

Gilpin Wealth Management's SPSM Position: Q2 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.06% in Q2 2026, selling an estimated $320 and leaving 10,724 shares worth $618K. The position accounts for 0.43% of the portfolio, ranked #70.

Gilpin Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Gilpin Wealth Management held 10,724 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $618K as of Q2 2026.
Gilpin Wealth Management sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $320.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.43% of Gilpin Wealth Management's portfolio in Q2 2026, its #70 holding.
Gilpin Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.