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

Anfield Capital Management’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	$3.48K	Hold	72	–	–	﹤0.01%	541
2025 Q4	$3.37K	Hold	72	–	–	﹤0.01%	432
2025 Q3	$3.33K	Hold	72	–	–	﹤0.01%	435
2025 Q2	$3.07K	Hold	72	–	–	﹤0.01%	406
2025 Q1	$2.94K	Hold	72	–	–	﹤0.01%	369
2024 Q4	$3.23K	Sell	72 -50	-41%	-$2.33K	﹤0.01%	351
2024 Q3	$5.55K	Buy	122 +50	+69%	+$2.2K	﹤0.01%	303
2024 Q2	$2.99K	Hold	72	–	–	﹤0.01%	301
2024 Q1	$3.1K	Buy	+72	New	+$2.98K	﹤0.01%	230

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Anfield Capital Management's SPSM Position: Q1 2026 in Review

Anfield Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 72 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Anfield Capital Management first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.55K in Q3 2024. 1,007 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Anfield Capital Management held 72 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.48K as of Q1 2026.
Anfield Capital Management 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 Anfield Capital Management's portfolio in Q1 2026, its #541 holding.
Anfield Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
Anfield Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.55K in Q3 2024.
1,007 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.