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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$438K Sell
9,057
-2,816
-24% -$139K 0.26% 67
2025
Q4
$556K Buy
11,873
+933
+9% +$43.5K 0.36% 57
2025
Q3
$507K Buy
10,940
+3,752
+52% +$168K 0.35% 61
2025
Q2
$306K Buy
+7,188
New +$290K 0.28% 94
2025
Q1
Sell
-2,124
Closed -$95.4K 698
2024
Q4
$95.4K Buy
2,124
+213
+11% +$9.91K 0.06% 178
2024
Q3
$91.6K Buy
1,911
+219
+13% +$9.62K 0.06% 185
2024
Q2
$70.3K Sell
1,692
-235
-12% -$9.79K 0.05% 209
2024
Q1
$83K Sell
1,927
-67,649
-97% -$2.8M 0.06% 179
2023
Q4
$2.93M Buy
+69,576
New +$2.62M 2.39% 6

Other funds holding SPSM

Caitlin John's SPSM Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 24% in Q1 2026, selling an estimated $139K and leaving 9,057 shares worth $438K. The position accounts for 0.26% of the portfolio, ranked #67.

Caitlin John first reported a position in SPSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.93M in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Caitlin John held 9,057 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $438K as of Q1 2026.
  • Caitlin John sold 2,816 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $139K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.26% of Caitlin John's portfolio in Q1 2026, its #67 holding.
  • Caitlin John first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.93M in Q4 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.