Ameriprise
SPSM icon

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

Ameriprise’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 		$215M Buy
4,449,775
+651,091
+17% +$32.2M 0.05% 352
2025
Q4 		$178M Buy
3,798,684
+46,096
+1% +$2.15M 0.04% 402
2025
Q3 		$174M Sell
3,752,588
-19,481
-0.5% -$874K 0.04% 401
2025
Q2 		$161M Sell
3,772,069
-972,068
-20% -$39.2M 0.04% 407
2025
Q1 		$193M Sell
4,744,137
-519,981
-10% -$22.9M 0.05% 344
2024
Q4 		$236M Buy
5,264,118
+68,937
+1% +$3.21M 0.06% 297
2024
Q3 		$236M Sell
5,195,181
-316,777
-6% -$13.9M 0.06% 311
2024
Q2 		$229M Sell
5,511,958
-631,000
-10% -$26.3M 0.06% 302
2024
Q1 		$264M Sell
6,142,958
-14,594
-0.2% -$603K 0.07% 279
2023
Q4 		$260M Sell
6,157,552
-343,597
-5% -$12.9M 0.08% 262
2023
Q3 		$204M Buy
6,501,149
+2,248,179
+53% +$87.6M 0.07% 296
2023
Q2 		$165M Buy
4,252,970
+3,164,936
+291% +$118M 0.05% 354
2023
Q1 		$41.2M Sell
1,088,034
-188,444
-15% -$7.36M 0.01% 847
2022
Q4 		$47.2M Buy
1,276,478
+594,888
+87% +$22.3M 0.02% 754
2022
Q3 		$23.2M Buy
681,590
+274,255
+67% +$10.4M 0.01% 1093
2022
Q2 		$14.7M Sell
407,335
-307,067
-43% -$11.9M 0.01% 1442
2022
Q1 		$30.1M Buy
714,402
+505,822
+243% +$21.3M 0.01% 1063
2021
Q4 		$9.32M Buy
208,580
+34,888
+20% +$1.55M ﹤0.01% 2035
2021
Q3 		$7.41M Buy
173,692
+9,244
+6% +$396K ﹤0.01% 2101
2021
Q2 		$7.23M Buy
164,448
+9,843
+6% +$428K ﹤0.01% 2181
2021
Q1 		$6.53M Sell
154,605
-2,476
-2% -$101K ﹤0.01% 2216
2020
Q4 		$5.6M Buy
157,081
+5,657
+4% +$181K ﹤0.01% 2189
2020
Q3 		$4.14M Buy
151,424
+11,288
+8% +$315K ﹤0.01% 2218
2020
Q2 		$3.72M Sell
140,136
-124,429
-47% -$3.06M ﹤0.01% 2268
2020
Q1 		$5.78M Buy
264,565
+86,840
+49% +$2.52M ﹤0.01% 1807
2019
Q4 		$5.8M Sell
177,725
-3,186
-2% -$99.4K ﹤0.01% 2144
2019
Q3 		$5.4M Buy
180,911
+48,123
+36% +$1.45M ﹤0.01% 2161
2019
Q2 		$4.06M Sell
132,788
-7,974
-6% -$243K ﹤0.01% 2362
2019
Q1 		$4.26M Buy
140,762
+776
+0.6% +$23K ﹤0.01% 2320
2018
Q4 		$3.68M Buy
139,986
+27,456
+24% +$810K ﹤0.01% 2327
2018
Q3 		$3.74M Buy
112,530
+18,125
+19% +$604K ﹤0.01% 2533
2018
Q2 		$3.05M Buy
94,405
+67,854
+256% +$2.14M ﹤0.01% 2537
2018
Q1 		$794K Buy
26,551
+1,400
+6% +$42.6K ﹤0.01% 3064
2017
Q4 		$758K Buy
+25,151
New +$745K ﹤0.01% 3081

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise's SPSM Position: Q1 2026 in Review

Ameriprise increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 17% in Q1 2026, buying an estimated $32.2M and bringing the position to 4,449,775 shares worth $215M. The position accounts for 0.05% of the portfolio, ranked #352.

Ameriprise first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $264M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ameriprise held 4,449,775 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $215M as of Q1 2026.
  • Ameriprise bought 651,091 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $32.2M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Ameriprise's portfolio in Q1 2026, its #352 holding.
  • Ameriprise first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Ameriprise's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $264M 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 Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.