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SPSM icon

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

Ancora Advisors’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 		$87.6K Hold
1,812
– – ﹤0.01% 942
2025
Q4 		$84.9K Hold
1,812
– – ﹤0.01% 968
2025
Q3 		$83.9K Buy
1,812
+100
+6% +$4.48K ﹤0.01% 909
2025
Q2 		$72.9K Buy
1,712
+497
+41% +$20K ﹤0.01% 941
2025
Q1 		$49.5K Sell
1,215
-56
-4% -$2.47K ﹤0.01% 1012
2024
Q4 		$57.1K Hold
1,271
– – ﹤0.01% 975
2024
Q3 		$57.8K Sell
1,271
-101
-7% -$4.44K ﹤0.01% 952
2024
Q2 		$57K Buy
1,372
+428
+45% +$17.8K ﹤0.01% 918
2024
Q1 		$40.6K Buy
944
+56
+6% +$2.31K ﹤0.01% 1007
2023
Q4 		$37.5K Hold
888
– – ﹤0.01% 1016
2023
Q3 		$32.8K Hold
888
– – ﹤0.01% 1021
2023
Q2 		$34.5K Buy
888
+586
+194% +$21.8K ﹤0.01% 1000
2023
Q1 		$11.4K Hold
302
– – ﹤0.01% 1246
2022
Q4 		$11K Hold
302
– – ﹤0.01% 1316
2022
Q3 		$10K Hold
302
– – ﹤0.01% 1496
2022
Q2 		$11K Hold
302
– – ﹤0.01% 1582
2022
Q1 		$13K Buy
+302
New +$12.7K ﹤0.01% 1666
2021
Q1 		– Sell
-1
Closed – – 1829
2020
Q4 		$0 Buy
+1
New +$32 ﹤0.01% 1529

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

Ancora Advisors's SPSM Position: Q1 2026 in Review

Ancora Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 1,812 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Ancora Advisors first reported a position in SPSM in Q4 2020 and has held it in 18 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ancora Advisors held 1,812 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $87.6K as of Q1 2026.
  • Ancora Advisors 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 Ancora Advisors's portfolio in Q1 2026, its #942 holding.
  • Ancora Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 18 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 Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.