L.J. Altfest & Co’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,904
Closed -$209K 370
2025
Q2
$209K Sell
4,904
-3,618
-42% -$146K 0.02% 318
2025
Q1
$347K Sell
8,522
-3,465
-29% -$153K 0.04% 253
2024
Q4
$538K Buy
11,987
+6,852
+133% +$319K 0.07% 203
2024
Q3
$234K Buy
+5,135
New +$226K 0.03% 302

Other funds holding SPSM

L.J. Altfest & Co's SPSM Position: Q3 2025 in Review

L.J. Altfest & Co sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 4,904 shares — an estimated $209K sold.

L.J. Altfest & Co first reported a position in SPSM in Q3 2024 and held it in 4 quarters. The position peaked at $538K in Q4 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • L.J. Altfest & Co reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,904 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $209K.
  • L.J. Altfest & Co first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and held it in 4 quarters.
  • L.J. Altfest & Co's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $538K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.