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

Bessemer Group’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	$127K	Buy	2,193 +922	+73%	+$49.2K	﹤0.01%	1466
2026 Q1	$61K	Buy	1,271 +241	+23%	+$11.9K	﹤0.01%	1623
2025 Q4	$48K	Hold	1,030	–	–	﹤0.01%	1653
2025 Q3	$47K	Buy	+1,030	New	+$46.2K	﹤0.01%	1452
2024 Q1	–	Sell	-118	Closed	-$5K	–	2189
2023 Q4	$5K	Buy	+118	New	+$4.45K	﹤0.01%	1785
2022 Q2	–	Sell	-304	Closed	-$13K	–	2021
2022 Q1	$13K	Sell	304 -1,183	-80%	-$49.8K	﹤0.01%	1339
2021 Q4	$66K	Buy	+1,487	New	+$66.1K	﹤0.01%	1073

Other funds holding SPSM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bessemer Group's SPSM Position: Q2 2026 in Review

Bessemer Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 73% in Q2 2026, buying an estimated $49.2K and bringing the position to 2,193 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Bessemer Group first reported a position in SPSM in Q4 2021 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Bessemer Group held 2,193 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $127K as of Q2 2026.
Bessemer Group bought 922 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $49.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1466 holding.
Bessemer Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 7 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.