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

Ameritas Investment Partners’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 		$225K Sell
3,898
-691
-15% -$36.9K 0.01% 1326
2026
Q1 		$222K Buy
4,589
+7
+0.2% +$347 0.01% 1207
2025
Q4 		$215K Buy
4,582
+124
+3% +$5.78K 0.01% 1207
2025
Q3 		$206K Buy
4,458
+7
+0.2% +$314 0.01% 1227
2025
Q2 		$190K Sell
4,451
-22
-0.5% -$887 0.01% 1322
2025
Q1 		$182K Sell
4,473
-23
-0.5% -$1.01K 0.01% 1318
2024
Q4 		$202K Sell
4,496
-134
-3% -$6.23K 0.01% 1316
2024
Q3 		$211K Sell
4,630
-16
-0.3% -$703 0.01% 1283
2024
Q2 		$193K Buy
4,646
+129
+3% +$5.38K 0.01% 1290
2024
Q1 		$194K Buy
4,517
+46
+1% +$1.9K 0.01% 1307
2023
Q4 		$189K Sell
4,471
-59
-1% -$2.22K 0.01% 1299
2023
Q3 		$167K Buy
4,530
+3
+0.1% +$117 0.01% 1301
2023
Q2 		$176K Buy
+4,527
New +$168K 0.01% 1219
2023
Q1 		– Sell
-2,559
Closed -$94.6K – 3023
2022
Q4 		$94.6K Buy
+2,559
New +$95.8K ﹤0.01% 1645

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameritas Investment Partners's SPSM Position: Q2 2026 in Review

Ameritas Investment Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q2 2026, selling an estimated $36.9K and leaving 3,898 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1326.

Ameritas Investment Partners first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Ameritas Investment Partners held 3,898 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $225K as of Q2 2026.
  • Ameritas Investment Partners sold 691 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $36.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1326 holding.
  • Ameritas Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.