IEQ Capital’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
Q2
$423K Buy
7,341
+99
+1% +$5.29K ﹤0.01% 1470
2026
Q1
$350K Sell
7,242
-5,698
-44% -$282K ﹤0.01% 1453
2025
Q4
$606K Buy
12,940
+7,610
+143% +$355K ﹤0.01% 1241
2025
Q3
$247K Buy
+5,330
New +$239K ﹤0.01% 1600
2025
Q2
– Sell
-22,804
Closed -$930K – 1984
2025
Q1
$930K Buy
+22,804
New +$1M 0.01% 777

Other funds holding SPSM

IEQ Capital's SPSM Position: Q2 2026 in Review

IEQ Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, buying an estimated $5.29K and bringing the position to 7,341 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

IEQ Capital first reported a position in SPSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $930K in Q1 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • IEQ Capital held 7,341 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $423K as of Q2 2026.
  • IEQ Capital bought 99 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.29K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1470 holding.
  • IEQ Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • IEQ Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $930K in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.