Financial Gravity Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20M Buy
413,944
+26,446
+7% +$1.31M 3.56% 4
2025
Q4
$18.2M Buy
387,498
+20,582
+6% +$960K 3.5% 8
2025
Q3
$17M Buy
+366,916
New +$16.5M 3.36% 8
2025
Q1
$14.1M Buy
+346,006
New +$15.2M 3.08% 8
2024
Q2
$13.7M Buy
331,258
+25,430
+8% +$1.06M 3.42% 8
2024
Q1
$12.9M Hold
305,828
3.63% 5
2023
Q4
$12.9M Buy
+305,828
New +$11.5M 3.62% 5
2021
Q3
$2.84M Sell
66,646
-34,337
-34% -$1.47M 1.34% 14
2021
Q2
$4.44M Buy
+100,983
New +$4.39M 1.59% 13
2020
Q4
$2.93M Buy
+81,622
New +$2.61M 2.68% 11
2019
Q4
$4K Buy
+133
New +$4.15K ﹤0.01% 1297

Other funds holding SPSM

Financial Gravity Asset Management's SPSM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q1 2026, buying an estimated $1.31M and bringing the position to 413,944 shares worth $20M. The position accounts for 3.56% of the portfolio, ranked #4.

Financial Gravity Asset Management first reported a position in SPSM in Q4 2019 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Financial Gravity Asset Management held 413,944 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $20M as of Q1 2026.
  • Financial Gravity Asset Management bought 26,446 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.31M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.56% of Financial Gravity Asset Management's portfolio in Q1 2026, its #4 holding.
  • Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 11 quarters since.
  • 1,006 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.