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

Gotham 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 Q1	$4.17M	Buy	86,254 +48,448	+128%	+$2.4M	0.01%	906
2025 Q4	$1.77M	Buy	37,806 +7,167	+23%	+$334K	0.01%	1073
2025 Q3	$1.42M	Hold	30,639	–	–	0.01%	1099
2025 Q2	$1.31M	Hold	30,639	–	–	0.01%	1060
2025 Q1	$1.25M	Buy	30,639 +4,549	+17%	+$200K	0.01%	936
2024 Q4	$1.17M	Buy	26,090 +6,961	+36%	+$324K	0.01%	872
2024 Q3	$871K	Buy	+19,129	New	+$840K	0.01%	944

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gotham Asset Management's SPSM Position: Q1 2026 in Review

Gotham Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 128% in Q1 2026, buying an estimated $2.4M and bringing the position to 86,254 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #906.

Gotham Asset Management first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Gotham Asset Management held 86,254 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.17M as of Q1 2026.
Gotham Asset Management bought 48,448 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.4M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #906 holding.
Gotham Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 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 Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.