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WhitTier Trust Company’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

WhitTier Trust Company’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 		$459K Hold
8,109
– – 0.01% 409
2026
Q1 		$398K Hold
8,109
– – 0.01% 403
2025
Q4 		$394K Sell
8,109
-75
-0.9% -$3.5K 0.01% 392
2025
Q3 		$383K Sell
8,184
-30
-0.4% -$1.34K 0.01% 382
2025
Q2 		$350K Hold
8,214
– – 0.01% 438
2025
Q1 		$335K Sell
8,214
-100
-1% -$4.41K 0.01% 442
2024
Q4 		$373K Hold
8,314
– – 0.01% 404
2024
Q3 		$378K Sell
8,314
-75
-0.9% -$3.29K 0.01% 389
2024
Q2 		$348K Sell
8,389
-816
-9% -$34K 0.01% 390
2024
Q1 		$396K Hold
9,205
– – 0.01% 369
2023
Q4 		$388K Hold
9,205
– – 0.01% 373
2023
Q3 		$340K Hold
9,205
– – 0.01% 378
2023
Q2 		$358K Buy
9,205
+8,295
+912% +$308K 0.01% 382
2023
Q1 		$34.4K Sell
910
-385
-30% -$15K ﹤0.01% 741
2022
Q4 		$47.9K Sell
1,295
-50
-4% -$1.87K ﹤0.01% 677
2022
Q3 		$46K Hold
1,345
– – ﹤0.01% 679
2022
Q2 		$48K Buy
+1,345
New +$52.2K ﹤0.01% 682

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

WhitTier Trust Company's SPSM Position: Q2 2026 in Review

WhitTier Trust Company held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 8,109 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #409.

WhitTier Trust Company first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • WhitTier Trust Company held 8,109 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $459K as of Q2 2026.
  • WhitTier Trust Company 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 WhitTier Trust Company's portfolio in Q2 2026, its #409 holding.
  • WhitTier Trust Company first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.