Whitegate Investment Counselors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Whitegate Investment Counselors’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	$249K	Hold	5,155	–	–	0.08%	59
2025 Q4	$242K	Hold	5,155	–	–	0.08%	59
2025 Q3	$239K	Hold	5,155	–	–	0.08%	58
2025 Q2	$220K	Sell	5,155 -103	-2%	-$4.15K	0.07%	62
2025 Q1	$214K	Sell	5,258 -4,430	-46%	-$195K	0.08%	60
2024 Q4	$435K	Hold	9,688	–	–	0.15%	52
2024 Q3	$441K	Sell	9,688 -854	-8%	-$37.5K	0.12%	49
2024 Q2	$438K	Sell	10,542 -4,007	-28%	-$167K	0.12%	47
2024 Q1	$626K	Buy	14,549 +156	+1%	+$6.45K	0.18%	43
2023 Q4	$607K	Sell	14,393 -1,533	-10%	-$57.8K	0.19%	44
2023 Q3	$588K	Buy	15,926 +5	+0%	+$195	0.2%	44
2023 Q2	$618K	Buy	+15,921	New	+$592K	0.2%	42

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

Whitegate Investment Counselors's SPSM Position: Q1 2026 in Review

Whitegate Investment Counselors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 5,155 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #59.

Whitegate Investment Counselors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $626K in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Whitegate Investment Counselors held 5,155 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $249K as of Q1 2026.
Whitegate Investment Counselors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Whitegate Investment Counselors's portfolio in Q1 2026, its #59 holding.
Whitegate Investment Counselors 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.
Whitegate Investment Counselors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $626K in Q1 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 Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.