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

Citadel Advisors’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 		$698K Buy
12,100
+1,200
+11% +$64.1K ﹤0.01% 9094
2026
Q1 		$527K Buy
+10,900
New +$540K ﹤0.01% 9173
2025
Q4 		– Sell
-10,300
Closed -$477K – 13993
2025
Q3 		$477K Buy
+10,300
New +$462K ﹤0.01% 9253
2025
Q2 		– Sell
-4,600
Closed -$187K – 14932
2025
Q1 		$187K Buy
4,600
+900
+24% +$39.6K ﹤0.01% 10541
2024
Q4 		$166K Sell
3,700
-200
-5% -$9.3K ﹤0.01% 10724
2024
Q3 		$177K Sell
3,900
-29,300
-88% -$1.29M ﹤0.01% 10320
2024
Q2 		$1.38M Buy
33,200
+800
+2% +$33.3K ﹤0.01% 6001
2024
Q1 		$1.39M Buy
32,400
+23,600
+268% +$976K ﹤0.01% 6237
2023
Q4 		$371K Sell
8,800
-100
-1% -$3.77K ﹤0.01% 8716
2023
Q3 		$328K Buy
8,900
+8,500
+2,125% +$331K ﹤0.01% 8991
2023
Q2 		$15.5K Sell
400
-20,900
-98% -$777K ﹤0.01% 12941
2023
Q1 		$805K Sell
21,300
-7,600
-26% -$297K ﹤0.01% 7269
2022
Q4 		$1.07M Buy
28,900
+10,700
+59% +$401K ﹤0.01% 6688
2022
Q3 		$620K Buy
18,200
+5,700
+46% +$216K ﹤0.01% 7994
2022
Q2 		$450K Buy
12,500
+3,100
+33% +$120K ﹤0.01% 8875
2022
Q1 		$395K Buy
9,400
+3,700
+65% +$156K ﹤0.01% 9936
2021
Q4 		$255K Buy
+5,700
New +$253K ﹤0.01% 11305

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors's SPSM Position: Q2 2026 in Review

Citadel Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 5,698 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #10924 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SPSM as recently as Q4 2025.

Citadel Advisors first reported a position in SPSM in Q3 2015 and has held it in 26 quarters since. The position peaked at $44.5M in Q2 2022. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Citadel Advisors held 5,698 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $329K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Citadel Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10924 holding.
  • Citadel Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2015 and has held it in 26 quarters since.
  • Citadel Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $44.5M in Q2 2022.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.