Janney Montgomery Scott
SPSM icon

Janney Montgomery Scott’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Janney Montgomery Scott’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 		$5.74M Sell
99,468
-6,429
-6% -$343K 0.01% 903
2026
Q1 		$5.12M Buy
105,897
+5,305
+5% +$263K 0.01% 841
2025
Q4 		$4.71M Buy
100,592
+10,908
+12% +$509K 0.01% 928
2025
Q3 		$4.15M Buy
89,684
+233
+0.3% +$10.4K 0.01% 962
2025
Q2 		$3.81M Sell
89,451
-4,035
-4% -$163K 0.01% 916
2025
Q1 		$3.81M Sell
93,486
-5,562
-6% -$245K 0.01% 890
2024
Q4 		$4.45M Buy
99,048
+5,352
+6% +$249K 0.01% 821
2024
Q3 		$4.26M Buy
93,696
+19,978
+27% +$878K 0.01% 814
2024
Q2 		$3.06M Buy
73,718
+3,453
+5% +$144K 0.01% 904
2024
Q1 		$3.02M Sell
70,265
-5,780
-8% -$239K 0.01% 963
2023
Q4 		$3.21M Sell
76,045
-4,094
-5% -$154K 0.01% 907
2023
Q3 		$2.96M Buy
80,139
+9,733
+14% +$379K 0.01% 865
2023
Q2 		$2.73M Buy
70,406
+59,630
+553% +$2.22M 0.01% 932
2023
Q1 		$407K Buy
10,776
+968
+10% +$37.8K ﹤0.01% 1847
2022
Q4 		$363K Buy
9,808
+673
+7% +$25.2K ﹤0.01% 1983
2022
Q3 		$311K Sell
9,135
-685
-7% -$25.9K ﹤0.01% 1986
2022
Q2 		$359K Buy
9,820
+214
+2% +$8.31K ﹤0.01% 1809
2022
Q1 		$404K Buy
9,606
+3,709
+63% +$156K ﹤0.01% 1749
2021
Q4 		$264K Buy
+5,897
New +$262K ﹤0.01% 2071
2020
Q1 		– Sell
-14,765
Closed -$482K – 2078
2019
Q4 		$482K Buy
14,765
+3,263
+28% +$102K ﹤0.01% 1437
2019
Q3 		$345K Sell
11,502
-172
-1% -$5.19K ﹤0.01% 1603
2019
Q2 		$358K Sell
11,674
-39
-0.3% -$1.19K ﹤0.01% 1608
2019
Q1 		$354K Hold
11,713
– – ﹤0.01% 1579
2018
Q4 		$309K Buy
11,713
+93
+0.8% +$2.74K ﹤0.01% 1532
2018
Q3 		$386K Sell
11,620
-135
-1% -$4.5K ﹤0.01% 1573
2018
Q2 		$379K Buy
11,755
+661
+6% +$20.8K ﹤0.01% 1536
2018
Q1 		$332K Buy
11,094
+949
+9% +$28.9K ﹤0.01% 1553
2017
Q4 		$306K Buy
10,145
+962
+10% +$28.5K ﹤0.01% 1579
2017
Q3 		$268K Buy
9,183
+87
+1% +$2.41K ﹤0.01% 1558
2017
Q2 		$253K Sell
9,096
-426
-4% -$11.6K ﹤0.01% 1521
2017
Q1 		$259K Buy
9,522
+846
+10% +$22.8K ﹤0.01% 1483
2016
Q4 		$230K Buy
+8,676
New +$219K ﹤0.01% 1470

Other funds holding SPSM

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Montgomery Scott's SPSM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.1% in Q2 2026, selling an estimated $343K and leaving 99,468 shares worth $5.74M. The position accounts for 0.01% of the portfolio, ranked #903.

Janney Montgomery Scott first reported a position in SPSM in Q4 2016 and has held it in 32 quarters since. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Janney Montgomery Scott held 99,468 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.74M as of Q2 2026.
  • Janney Montgomery Scott sold 6,429 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $343K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #903 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2016 and has held it in 32 quarters since.
  • 1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.