Franklin Resources
SPSM icon

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

Franklin Resources’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 		$6.17M Buy
127,678
+74,119
+138% +$3.67M ﹤0.01% 1434
2025
Q4 		$2.51M Buy
53,559
+8,739
+19% +$408K ﹤0.01% 1687
2025
Q3 		$2.08M Buy
44,820
+2,350
+6% +$105K ﹤0.01% 1759
2025
Q2 		$1.81M Sell
42,470
-120
-0.3% -$4.84K ﹤0.01% 1746
2025
Q1 		$1.74M Hold
42,590
– – ﹤0.01% 1751
2024
Q4 		$1.91M Hold
42,590
– – ﹤0.01% 1746
2024
Q3 		$1.94M Buy
42,590
+284
+0.7% +$12.5K ﹤0.01% 1755
2024
Q2 		$1.76M Hold
42,306
– – ﹤0.01% 1739
2024
Q1 		$1.82M Sell
42,306
-400
-0.9% -$16.5K ﹤0.01% 1753
2023
Q4 		$1.8M Sell
42,706
-14,670
-26% -$553K ﹤0.01% 1423
2023
Q3 		$2.12M Buy
57,376
+37,073
+183% +$1.44M ﹤0.01% 1373
2023
Q2 		$789K Buy
+20,303
New +$755K ﹤0.01% 1740

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

Franklin Resources's SPSM Position: Q1 2026 in Review

Franklin Resources increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 138% in Q1 2026, buying an estimated $3.67M and bringing the position to 127,678 shares worth $6.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Franklin Resources first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Franklin Resources held 127,678 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.17M as of Q1 2026.
  • Franklin Resources bought 74,119 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.67M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #1434 holding.
  • Franklin Resources first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 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 Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.