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 Q2	$7.31M	Sell	126,828 -850	-0.7%	-$45.4K	﹤0.01%	1413
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources's SPSM Position: Q2 2026 in Review

Franklin Resources reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.67% in Q2 2026, selling an estimated $45.4K and leaving 126,828 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Franklin Resources first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Franklin Resources held 126,828 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.31M as of Q2 2026.
Franklin Resources sold 850 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $45.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1413 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 13 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.