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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group's SPSM Position: Q1 2026 in Review

Bessemer Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,271 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Bessemer Group first reported a position in SPSM in Q4 2021 and has held it in 6 quarters since. The position peaked at $66K in Q4 2021. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Bessemer Group held 1,271 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $61K as of Q1 2026.
Bessemer Group bought 241 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1623 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 6 quarters since.
Bessemer Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $66K in Q4 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.