Fisher Asset Management
SPSM icon

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

Fisher Asset Management’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 		– Sell
-8,469
Closed -$409K – 1122
2026
Q1 		$409K Buy
+8,469
New +$419K ﹤0.01% 828
2025
Q1 		– Sell
-12,595
Closed -$566K – 1066
2024
Q4 		$566K Buy
+12,595
New +$586K ﹤0.01% 758
2024
Q3 		– Sell
-10,089
Closed -$419K – 1009
2024
Q2 		$419K Buy
+10,089
New +$420K ﹤0.01% 822
2021
Q2 		– Sell
-6,250
Closed -$264K – 965
2021
Q1 		$264K Buy
+6,250
New +$255K ﹤0.01% 817

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

Fisher Asset Management's SPSM Position: Q2 2026 in Review

Fisher Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 8,469 shares — an estimated $409K sold.

Fisher Asset Management first reported a position in SPSM in Q1 2021 and held it in 4 quarters. The position peaked at $566K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Fisher Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Fisher Asset Management sold 8,469 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $409K.
  • Fisher Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and held it in 4 quarters.
  • Fisher Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $566K in Q4 2024.
  • 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 Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.