D.E. Shaw & Co
SPSM icon

D.E. Shaw & Co’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

D.E. Shaw & Co’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
Q1 		– Sell
-27,012
Closed -$1.27M – 5033
2025
Q4 		$1.27M Buy
+27,012
New +$1.26M ﹤0.01% 3382
2024
Q4 		– Sell
-24,987
Closed -$1.14M – 4850
2024
Q3 		$1.14M Sell
24,987
-211,080
-89% -$9.27M ﹤0.01% 3185
2024
Q2 		$9.8M Sell
236,067
-125,671
-35% -$5.24M 0.01% 1344
2024
Q1 		$15.6M Buy
+361,738
New +$15M 0.01% 1080

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co's SPSM Position: Q1 2026 in Review

D.E. Shaw & Co sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 27,012 shares — an estimated $1.27M sold.

D.E. Shaw & Co first reported a position in SPSM in Q1 2024 and held it in 4 quarters. The position peaked at $15.6M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • D.E. Shaw & Co reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 27,012 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.27M.
  • D.E. Shaw & Co first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 4 quarters.
  • D.E. Shaw & Co's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $15.6M in Q1 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.