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

John Overdeck’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 Q4	–	Sell	-34,200	Closed	-$1.58M	–	4411
2025 Q3	$1.58M	Buy	+34,200	New	+$1.53M	﹤0.01%	2279
2025 Q2	–	Sell	-17,982	Closed	-$733K	–	3520
2025 Q1	$733K	Buy	+17,982	New	+$792K	﹤0.01%	2342
2024 Q4	–	Sell	-14,082	Closed	-$641K	–	3466
2024 Q3	$641K	Sell	14,082 -2,900	-17%	-$127K	﹤0.01%	2347
2024 Q2	$705K	Sell	16,982 -21,400	-56%	-$892K	﹤0.01%	2189
2024 Q1	$1.65M	Buy	+38,382	New	+$1.59M	﹤0.01%	1614
2023 Q4	–	Sell	-41,082	Closed	-$1.52M	–	3367
2023 Q3	$1.52M	Buy	+41,082	New	+$1.6M	﹤0.01%	1649

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

John Overdeck's SPSM Position: Q4 2025 in Review

John Overdeck sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 34,200 shares — an estimated $1.58M sold.

John Overdeck first reported a position in SPSM in Q3 2023 and held it in 6 quarters. The position peaked at $1.65M in Q1 2024. 982 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

John Overdeck reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 34,200 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $1.58M.
John Overdeck first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 6 quarters.
John Overdeck's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.65M in Q1 2024.
982 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.