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

Ken Fisher’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 Q1	$409K	Buy	+8,469	New	+$419K	﹤0.01%	828
2025 Q1	–	Sell	-12,595	Closed	-$566K	–	1066
2024 Q4	$566K	Buy	+12,595	New	+$586K	﹤0.01%	758
2024 Q3	–	Sell	-10,089	Closed	-$419K	–	1009
2024 Q2	$419K	Buy	+10,089	New	+$420K	﹤0.01%	822
2021 Q2	–	Sell	-6,250	Closed	-$264K	–	965
2021 Q1	$264K	Buy	+6,250	New	+$255K	﹤0.01%	817

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's SPSM Position: Q1 2026 in Review

Ken Fisher opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 8,469 shares worth $409K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Ken Fisher previously reported a position in SPSM as recently as Q4 2024.

Ken Fisher first reported a position in SPSM in Q1 2021 and has held it in 4 quarters since. The position peaked at $566K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Ken Fisher held 8,469 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $409K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Ken Fisher position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #828 holding.
Ken Fisher first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 4 quarters since.
Ken Fisher's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $566K in Q4 2024.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.