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

Jeff Yass’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	$2.57M	Buy	44,600 +8,900	+25%	+$475K	﹤0.01%	5922
2026 Q1	$1.73M	Buy	35,700 +28,900	+425%	+$1.43M	﹤0.01%	6522
2025 Q4	$319K	Sell	6,800 -22,500	-77%	-$1.05M	﹤0.01%	9806
2025 Q3	$1.36M	Sell	29,300 -20,600	-41%	-$924K	﹤0.01%	6624
2025 Q2	$2.13M	Sell	49,900 -8,500	-15%	-$343K	﹤0.01%	5659
2025 Q1	$2.38M	Sell	58,400 -30,300	-34%	-$1.33M	﹤0.01%	5151
2024 Q4	$3.98M	Buy	88,700 +54,900	+162%	+$2.55M	﹤0.01%	3956
2024 Q3	$1.54M	Buy	33,800 +17,000	+101%	+$747K	﹤0.01%	5846
2024 Q2	$698K	Sell	16,800 -35,400	-68%	-$1.48M	﹤0.01%	7427
2024 Q1	$2.25M	Sell	52,200 -23,100	-31%	-$955K	﹤0.01%	5055
2023 Q4	$3.18M	Buy	75,300 +61,700	+454%	+$2.32M	﹤0.01%	4470
2023 Q3	$502K	Sell	13,600 -13,200	-49%	-$514K	﹤0.01%	8215
2023 Q2	$1.04M	Buy	+26,800	New	+$996K	﹤0.01%	6574
2022 Q2	–	Sell	-11,300	Closed	-$475K	–	13885
2022 Q1	$475K	Buy	+11,300	New	+$476K	﹤0.01%	9126
2021 Q4	–	Sell	-5,600	Closed	-$239K	–	13869
2021 Q3	$239K	Buy	+5,600	New	+$240K	﹤0.01%	11107

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

Jeff Yass's SPSM Position: Q2 2026 in Review

Jeff Yass increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 718% in Q2 2026, buying an estimated $2.02M and bringing the position to 43,027 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #5997.

Jeff Yass first reported a position in SPSM in Q4 2013 and has held it in 39 quarters since. The position peaked at $32.3M in Q3 2023. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Jeff Yass held 43,027 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.48M as of Q2 2026.
Jeff Yass bought 37,764 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.02M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5997 holding.
Jeff Yass first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2013 and has held it in 39 quarters since.
Jeff Yass's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $32.3M in Q3 2023.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.