White Pine Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

White Pine Capital’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	$821K	Sell	14,240 -2,196	-13%	-$117K	0.19%	138
2026 Q1	$794K	Buy	16,436 +520	+3%	+$25.7K	0.22%	125
2025 Q4	$746K	Sell	15,916 -85	-0.5%	-$3.96K	0.21%	128
2025 Q3	$741K	Sell	16,001 -634	-4%	-$28.4K	0.21%	130
2025 Q2	$709K	Sell	16,635 -2,996	-15%	-$121K	0.22%	121
2025 Q1	$800K	Buy	19,631 +126	+0.6%	+$5.55K	0.28%	101
2024 Q4	$876K	Buy	19,505 +115	+0.6%	+$5.35K	0.3%	105
2024 Q3	$882K	Buy	19,390 +300	+2%	+$13.2K	0.3%	100
2024 Q2	$793K	Hold	19,090	–	–	0.3%	94
2024 Q1	$776K	Buy	19,090 +3,360	+21%	+$139K	0.3%	99
2023 Q4	$663K	Buy	15,730 +2,432	+18%	+$91.6K	0.26%	114
2023 Q3	$491K	Hold	13,298	–	–	0.2%	132
2023 Q2	$516K	Buy	+13,298	New	+$494K	0.19%	131

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

White Pine Capital's SPSM Position: Q2 2026 in Review

White Pine Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q2 2026, selling an estimated $117K and leaving 14,240 shares worth $821K. The position accounts for 0.19% of the portfolio, ranked #138.

White Pine Capital first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $882K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

White Pine Capital held 14,240 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $821K as of Q2 2026.
White Pine Capital sold 2,196 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $117K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of White Pine Capital's portfolio in Q2 2026, its #138 holding.
White Pine Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
White Pine Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $882K in Q3 2024.
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 White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.