Chilton Capital Management
SPSM icon

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

Chilton 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
Q3 		$7.08K Hold
134
– – ﹤0.01% 501
2026
Q2 		$7.73K Buy
+134
New +$7.16K ﹤0.01% 479
2024
Q3 		– Sell
-562
Closed -$23.3K – 688
2024
Q2 		$23.3K Buy
+562
New +$23.4K ﹤0.01% 432

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Chilton Capital Management's SPSM Position: Q3 2026 in Review

Chilton Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 134 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Chilton Capital Management first reported a position in SPSM in Q2 2024 and has held it in 3 quarters since. The position peaked at $23.3K in Q2 2024. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Chilton Capital Management held 134 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.08K as of Q3 2026.
  • Chilton Capital Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q3 2026, its #501 holding.
  • Chilton Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Chilton Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.3K in Q2 2024.
  • 931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Chilton Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.