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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
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 $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

Ameritas Investment Partners's SPSM Position: Q1 2026 in Review

Ameritas Investment Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.15% in Q1 2026, buying an estimated $347 and bringing the position to 4,589 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1207.

Ameritas Investment Partners first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ameritas Investment Partners held 4,589 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $222K as of Q1 2026.
  • Ameritas Investment Partners bought 7 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $347.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1207 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 13 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.