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

Israel Englander’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
2025
Q2 		– Sell
-22,739
Closed -$927K – 6305
2025
Q1 		$927K Buy
+22,739
New +$1M ﹤0.01% 4402

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Israel Englander's SPSM Position: Q2 2025 in Review

Israel Englander sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 22,739 shares — an estimated $927K sold.

Israel Englander first reported a position in SPSM in Q1 2025 and held it in 1 quarter. The position peaked at $927K in Q1 2025. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Israel Englander reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Israel Englander sold 22,739 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $927K.
  • Israel Englander first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and held it in 1 quarter.
  • Israel Englander's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $927K in Q1 2025.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.