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

Joel Greenblatt’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	$4.97M	Hold	86,254	–	–	0.01%	947
2026 Q1	$4.17M	Buy	86,254 +48,448	+128%	+$2.4M	0.01%	906
2025 Q4	$1.77M	Buy	37,806 +7,167	+23%	+$334K	0.01%	1073
2025 Q3	$1.42M	Hold	30,639	–	–	0.01%	1099
2025 Q2	$1.31M	Hold	30,639	–	–	0.01%	1060
2025 Q1	$1.25M	Buy	30,639 +4,549	+17%	+$200K	0.01%	936
2024 Q4	$1.17M	Buy	26,090 +6,961	+36%	+$324K	0.01%	872
2024 Q3	$871K	Buy	+19,129	New	+$840K	0.01%	944

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

Joel Greenblatt's SPSM Position: Q2 2026 in Review

Joel Greenblatt held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 86,254 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #947.

Joel Greenblatt first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Joel Greenblatt held 86,254 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.97M as of Q2 2026.
Joel Greenblatt left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #947 holding.
Joel Greenblatt first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
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 Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.