Knightsbridge Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Knightsbridge Asset Management’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	$4.89M	Sell	84,803 -1,412	-2%	-$75.4K	0.64%	41
2026 Q1	$4.17M	Buy	86,215 +250	+0.3%	+$12.4K	0.56%	43
2025 Q4	$4.03M	Sell	85,965 -3,805	-4%	-$177K	0.65%	41
2025 Q3	$4.16M	Buy	89,770 +27,097	+43%	+$1.22M	0.7%	41
2025 Q2	$2.67M	Buy	62,673 +7,226	+13%	+$291K	0.59%	42
2025 Q1	$2.26M	Sell	55,447 -2,472	-4%	-$109K	0.58%	43
2024 Q4	$2.6M	Buy	57,919 +1,683	+3%	+$78.3K	0.6%	43
2024 Q3	$2.56M	Buy	56,236 +565	+1%	+$24.8K	0.57%	44
2024 Q2	$2.31M	Buy	55,671 +380	+0.7%	+$15.8K	0.57%	46
2024 Q1	$2.33M	Hold	55,291	–	–	0.66%	43
2023 Q4	$2.33M	Buy	55,291 +12,034	+28%	+$453K	0.66%	43
2023 Q3	$1.6M	Buy	43,257 +82	+0.2%	+$3.19K	0.5%	51
2023 Q2	$1.68M	Sell	43,175 -39,798	-48%	-$1.48M	0.54%	51
2023 Q1	$3.13M	Buy	82,973 +1,823	+2%	+$71.2K	0.54%	53
2022 Q4	$3M	Buy	81,150 +3,131	+4%	+$117K	0.57%	52
2022 Q3	$2.66M	Buy	78,019 +27,955	+56%	+$1.06M	0.56%	47
2022 Q2	$1.8M	Buy	50,064 +14,273	+40%	+$554K	0.36%	52
2022 Q1	$1.51M	Sell	35,791 -1,371	-4%	-$57.7K	0.5%	48
2021 Q4	$1.66M	Buy	37,162 +785	+2%	+$34.9K	0.55%	45
2021 Q3	$1.55M	Buy	36,377 +7,044	+24%	+$302K	0.55%	46
2021 Q2	$1.29M	Buy	29,333 +327	+1%	+$14.2K	0.5%	38
2021 Q1	$1.23M	Sell	29,006 -2,771	-9%	-$113K	0.52%	37
2020 Q4	$1.14M	Sell	31,777 -722	-2%	-$23.1K	0.56%	32
2020 Q3	$890K	Buy	32,499 +4,761	+17%	+$133K	0.51%	31
2020 Q2	$737K	Buy	+27,738	New	+$682K	0.48%	29

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

Knightsbridge Asset Management's SPSM Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, selling an estimated $75.4K and leaving 84,803 shares worth $4.89M. The position accounts for 0.64% of the portfolio, ranked #41.

Knightsbridge Asset Management first reported a position in SPSM in Q2 2020 and has held it in 25 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Knightsbridge Asset Management held 84,803 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.89M as of Q2 2026.
Knightsbridge Asset Management sold 1,412 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $75.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.64% of Knightsbridge Asset Management's portfolio in Q2 2026, its #41 holding.
Knightsbridge Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.