EH
SPSM icon

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

Equitable Holdings’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 		$45.7M Buy
970,475
+12,733
+1% +$630K 0.29% 72
2025
Q4 		$44.9M Buy
957,742
+17,117
+2% +$798K 0.31% 72
2025
Q3 		$43.6M Buy
940,625
+79,254
+9% +$3.55M 0.32% 68
2025
Q2 		$36.7M Buy
861,371
+93,836
+12% +$3.78M 0.3% 72
2025
Q1 		$31.3M Buy
767,535
+15,824
+2% +$697K 0.3% 78
2024
Q4 		$33.8M Buy
751,711
+145,769
+24% +$6.78M 0.32% 70
2024
Q3 		$27.6M Buy
605,942
+29,624
+5% +$1.3M 0.27% 80
2024
Q2 		$23.9M Buy
576,318
+95,778
+20% +$3.99M 0.25% 82
2024
Q1 		$20.7M Buy
480,540
+81,147
+20% +$3.35M 0.23% 85
2023
Q4 		$16.8M Buy
399,393
+13,411
+3% +$505K 0.21% 91
2023
Q3 		$14.2M Sell
385,982
-174,246
-31% -$6.79M 0.2% 95
2023
Q2 		$21.8M Buy
560,228
+322,421
+136% +$12M 0.31% 71
2023
Q1 		$8.98M Sell
237,807
-18,064
-7% -$705K 0.14% 117
2022
Q4 		$9.46M Buy
255,871
+48,547
+23% +$1.82M 0.16% 101
2022
Q3 		$7.06M Buy
207,324
+39,937
+24% +$1.51M 0.14% 116
2022
Q2 		$6.02M Buy
167,387
+44,855
+37% +$1.74M 0.11% 130
2022
Q1 		$5.16M Buy
122,532
+18,837
+18% +$793K 0.08% 154
2021
Q4 		$4.63M Buy
103,695
+70,110
+209% +$3.12M 0.07% 174
2021
Q3 		$1.43M Buy
33,585
+10,708
+47% +$459K 0.02% 311
2021
Q2 		$1M Buy
22,877
+10,725
+88% +$466K 0.02% 366
2021
Q1 		$514K Buy
12,152
+5,853
+93% +$238K 0.01% 503
2020
Q4 		$226K Buy
+6,299
New +$202K 0.01% 629
2020
Q3 		– Sell
-90,590
Closed -$2.41M – 660
2020
Q2 		$2.41M Buy
+90,590
New +$2.23M 0.07% 182

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

Equitable Holdings's SPSM Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.3% in Q1 2026, buying an estimated $630K and bringing the position to 970,475 shares worth $45.7M. The position accounts for 0.29% of the portfolio, ranked #72.

Equitable Holdings first reported a position in SPSM in Q2 2020 and has held it in 23 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Equitable Holdings held 970,475 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $45.7M as of Q1 2026.
  • Equitable Holdings bought 12,733 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $630K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of Equitable Holdings's portfolio in Q1 2026, its #72 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 23 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.