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SPSM icon

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

Covestor’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 		$26K Sell
459
-93
-17% -$4.97K 0.02% 1087
2026
Q1 		$27K Buy
552
+267
+94% +$13.2K 0.02% 999
2025
Q4 		$13K Sell
285
-14
-5% -$653 0.01% 1462
2025
Q3 		$14K Buy
299
+123
+70% +$5.51K 0.01% 1441
2025
Q2 		$8K Buy
176
+140
+389% +$5.65K ﹤0.01% 1688
2025
Q1 		$1K Sell
36
-29
-45% -$1.28K ﹤0.01% 2099
2024
Q4 		$3K Buy
65
+18
+38% +$837 ﹤0.01% 1826
2024
Q3 		$2K Buy
47
+6
+15% +$264 ﹤0.01% 1857
2024
Q2 		$2K Sell
41
-7
-15% -$292 ﹤0.01% 1888
2024
Q1 		$2K Sell
48
-3
-6% -$124 ﹤0.01% 1872
2023
Q4 		$2K Sell
51
-40
-44% -$1.51K ﹤0.01% 1885
2023
Q3 		$3K Buy
91
+39
+75% +$1.52K ﹤0.01% 1773
2023
Q2 		$2K Sell
52
-15
-22% -$557 ﹤0.01% 1868
2023
Q1 		$3K Buy
67
+33
+97% +$1.29K ﹤0.01% 1705
2022
Q4 		$1K Sell
34
-39
-53% -$1.46K ﹤0.01% 1928
2022
Q3 		$3K Sell
73
-56
-43% -$2.12K ﹤0.01% 1648
2022
Q2 		$5K Sell
129
-318
-71% -$12.3K ﹤0.01% 1426
2022
Q1 		$19K Buy
447
+68
+18% +$2.86K 0.01% 1082
2021
Q4 		$17K Buy
+379
New +$16.8K 0.02% 901

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

Covestor's SPSM Position: Q2 2026 in Review

Covestor reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 17% in Q2 2026, selling an estimated $4.97K and leaving 459 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1087.

Covestor first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $27K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Covestor held 459 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $26K as of Q2 2026.
  • Covestor sold 93 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.97K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Covestor's portfolio in Q2 2026, its #1087 holding.
  • Covestor first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Covestor's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $27K in Q1 2026.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.