Ken Griffin
SPSM icon

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

Ken Griffin’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 		$527K Buy
+10,900
New +$540K ﹤0.01% 9173
2025
Q4 		– Sell
-10,300
Closed -$477K – 13993
2025
Q3 		$477K Buy
+10,300
New +$462K ﹤0.01% 9253
2025
Q2 		– Sell
-4,600
Closed -$187K – 14932
2025
Q1 		$187K Buy
4,600
+900
+24% +$39.6K ﹤0.01% 10541
2024
Q4 		$166K Sell
3,700
-200
-5% -$9.3K ﹤0.01% 10724
2024
Q3 		$177K Sell
3,900
-29,300
-88% -$1.29M ﹤0.01% 10320
2024
Q2 		$1.38M Buy
33,200
+800
+2% +$33.3K ﹤0.01% 6001
2024
Q1 		$1.39M Buy
32,400
+23,600
+268% +$976K ﹤0.01% 6237
2023
Q4 		$371K Sell
8,800
-100
-1% -$3.77K ﹤0.01% 8716
2023
Q3 		$328K Buy
8,900
+8,500
+2,125% +$331K ﹤0.01% 8991
2023
Q2 		$15.5K Sell
400
-20,900
-98% -$777K ﹤0.01% 12941
2023
Q1 		$805K Sell
21,300
-7,600
-26% -$297K ﹤0.01% 7269
2022
Q4 		$1.07M Buy
28,900
+10,700
+59% +$401K ﹤0.01% 6688
2022
Q3 		$620K Buy
18,200
+5,700
+46% +$216K ﹤0.01% 7994
2022
Q2 		$450K Buy
12,500
+3,100
+33% +$120K ﹤0.01% 8875
2022
Q1 		$395K Buy
9,400
+3,700
+65% +$156K ﹤0.01% 9936
2021
Q4 		$255K Buy
+5,700
New +$253K ﹤0.01% 11305

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Griffin's SPSM Position: Q1 2026 in Review

Ken Griffin sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 16,361 shares — an estimated $810K sold.

Ken Griffin first reported a position in SPSM in Q3 2015 and held it in 25 quarters. The position peaked at $44.5M in Q2 2022. 1,004 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ken Griffin reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 16,361 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $810K.
  • Ken Griffin first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2015 and held it in 25 quarters.
  • Ken Griffin's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $44.5M in Q2 2022.
  • 1,004 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.