GW&K Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

GW&K Investment 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	$31K	Hold	534	–	–	﹤0.01%	695
2026 Q1	$26K	Hold	534	–	–	﹤0.01%	695
2025 Q4	$25K	Hold	534	–	–	﹤0.01%	700
2025 Q3	$25K	Hold	534	–	–	﹤0.01%	695
2025 Q2	$23K	Hold	534	–	–	﹤0.01%	687
2025 Q1	$22K	Buy	+534	New	+$23.5K	﹤0.01%	637

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

GW&K Investment Management's SPSM Position: Q2 2026 in Review

GW&K Investment Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 534 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

GW&K Investment Management first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

GW&K Investment Management held 534 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $31K as of Q2 2026.
GW&K Investment Management 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 GW&K Investment Management's portfolio in Q2 2026, its #695 holding.
GW&K Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.