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

Whittier Trust’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 		$114K Hold
2,324
– – ﹤0.01% 684
2025
Q4 		$113K Hold
2,324
– – ﹤0.01% 711
2025
Q3 		$109K Sell
2,324
-5
-0.2% -$224 ﹤0.01% 703
2025
Q2 		$99.2K Hold
2,329
– – ﹤0.01% 795
2025
Q1 		$94.9K Hold
2,329
– – ﹤0.01% 796
2024
Q4 		$105K Sell
2,329
-370
-14% -$17.2K ﹤0.01% 785
2024
Q3 		$123K Sell
2,699
-325
-11% -$14.3K ﹤0.01% 750
2024
Q2 		$126K Sell
3,024
-55
-2% -$2.29K ﹤0.01% 732
2024
Q1 		$133K Buy
3,079
+2,143
+229% +$88.6K ﹤0.01% 736
2023
Q4 		$39.5K Hold
936
– – ﹤0.01% 967
2023
Q3 		$34.5K Buy
936
+35
+4% +$1.36K ﹤0.01% 1001
2023
Q2 		$35K Buy
901
+131
+17% +$4.87K ﹤0.01% 1006
2023
Q1 		$29.1K Hold
770
– – ﹤0.01% 1075
2022
Q4 		$28.5K Hold
770
– – ﹤0.01% 1072
2022
Q3 		$26K Buy
770
+450
+141% +$17K ﹤0.01% 1112
2022
Q2 		$12K Buy
+320
New +$12.4K ﹤0.01% 1294

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

Whittier Trust's SPSM Position: Q1 2026 in Review

Whittier Trust held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 2,324 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Whittier Trust first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $133K in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Whittier Trust held 2,324 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $114K as of Q1 2026.
  • Whittier Trust 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 ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #684 holding.
  • Whittier Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Whittier Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $133K 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 Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.