Jim Simons
SPSM icon

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

Jim Simons’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
Q1 		– Sell
-35,500
Closed -$1.59M – 3820
2024
Q4 		$1.59M Buy
+35,500
New +$1.65M ﹤0.01% 2198
2024
Q3 		– Sell
-37,200
Closed -$1.54M – 3861
2024
Q2 		$1.54M Buy
37,200
+21,400
+135% +$892K ﹤0.01% 2041
2024
Q1 		$680K Buy
+15,800
New +$653K ﹤0.01% 2723
2023
Q4 		– Sell
-12,600
Closed -$465K – 4107
2023
Q3 		$465K Sell
12,600
-2,300
-15% -$89.6K ﹤0.01% 2737
2023
Q2 		$579K Buy
+14,900
New +$554K ﹤0.01% 2792
2023
Q1 		– Sell
-33,500
Closed -$1.24M – 4370
2022
Q4 		$1.24M Buy
33,500
+18,200
+119% +$682K ﹤0.01% 2402
2022
Q3 		$521K Buy
15,300
+1,700
+13% +$64.3K ﹤0.01% 2911
2022
Q2 		$489K Sell
13,600
-2,200
-14% -$85.4K ﹤0.01% 3176
2022
Q1 		$665K Buy
15,800
+9,900
+168% +$417K ﹤0.01% 2998
2021
Q4 		$264K Sell
5,900
-10,900
-65% -$484K ﹤0.01% 3399
2021
Q3 		$716K Buy
16,800
+11,200
+200% +$480K ﹤0.01% 2724
2021
Q2 		$246K Sell
5,600
-8,500
-60% -$369K ﹤0.01% 3203
2021
Q1 		$596K Buy
+14,100
New +$575K ﹤0.01% 2839
2018
Q4 		– Sell
-6,200
Closed -$206K – 3598
2018
Q3 		$206K Sell
6,200
-16,100
-72% -$536K ﹤0.01% 3147
2018
Q2 		$720K Buy
22,300
+6,900
+45% +$217K ﹤0.01% 2719
2018
Q1 		$461K Buy
15,400
+5,900
+62% +$180K ﹤0.01% 2941
2017
Q4 		$286K Buy
+9,500
New +$281K ﹤0.01% 3039

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $52.8B AUM 15.34% 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 $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jim Simons's SPSM Position: Q1 2025 in Review

Jim Simons sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 35,500 shares — an estimated $1.59M sold.

Jim Simons first reported a position in SPSM in Q4 2017 and held it in 17 quarters. The position peaked at $1.59M in Q4 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Jim Simons reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 35,500 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $1.59M.
  • Jim Simons first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 17 quarters.
  • Jim Simons's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.59M in Q4 2024.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.