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

Canal 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
2025 Q1	–	Sell	-25,228	Closed	-$1.13M	–	179
2024 Q4	$1.13M	Buy	+25,228	New	+$1.17M	0.18%	79
2019 Q1	–	Sell	-48,467	Closed	-$1.28M	–	115
2018 Q4	$1.28M	Sell	48,467 -9,112	-16%	-$269K	0.87%	45
2018 Q3	$1.91M	Buy	57,579 +24,873	+76%	+$828K	1.09%	30
2018 Q2	$1.06M	Buy	32,706 +7,546	+30%	+$238K	0.59%	55
2018 Q1	$753K	Buy	+25,160	New	+$766K	0.43%	60

Other funds holding SPSM

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Canal Capital Management's SPSM Position: Q1 2025 in Review

Canal Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 25,228 shares — an estimated $1.13M sold.

Canal Capital Management first reported a position in SPSM in Q1 2018 and held it in 5 quarters. The position peaked at $1.91M in Q3 2018. 893 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

Canal Capital Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Canal Capital Management sold 25,228 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $1.13M.
Canal Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and held it in 5 quarters.
Canal Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.91M in Q3 2018.
893 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Canal Capital Management's 13F filing for Q1 2025, filed 19 Sep 2025.