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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
Q1 		$794K Buy
16,436
+520
+3% +$25.7K 0.22% 119
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

White Pine Capital's SPSM Position: Q1 2026 in Review

White Pine Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.3% in Q1 2026, buying an estimated $25.7K and bringing the position to 16,436 shares worth $794K. The position accounts for 0.22% of the portfolio, ranked #119.

White Pine Capital first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $882K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • White Pine Capital held 16,436 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $794K as of Q1 2026.
  • White Pine Capital bought 520 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $25.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.22% of White Pine Capital's portfolio in Q1 2026, its #119 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 12 quarters since.
  • White Pine Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $882K in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.