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

Manhattan West 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 Q1	$2.47M	Buy	51,049 +4,889	+11%	+$242K	0.48%	52
2025 Q4	$2.16M	Sell	46,160 -3,179	-6%	-$148K	0.44%	59
2025 Q3	$2.29M	Buy	49,339 +1,748	+4%	+$78.4K	0.48%	55
2025 Q2	$2.03M	Buy	47,591 +5,684	+14%	+$229K	0.47%	56
2025 Q1	$1.71M	Buy	41,907 +340	+0.8%	+$15K	0.44%	63
2024 Q4	$1.87M	Buy	41,567 +2,288	+6%	+$106K	0.5%	59
2024 Q3	$1.79M	Buy	39,279 +29,965	+322%	+$1.32M	0.46%	65
2024 Q2	$387K	Sell	9,314 -4,082	-30%	-$170K	0.1%	110
2024 Q1	$577K	Sell	13,396 -7,029	-34%	-$291K	0.14%	94
2023 Q4	$862K	Sell	20,425 -7,555	-27%	-$285K	0.24%	80
2023 Q3	$979K	Sell	27,980 -1,925	-6%	-$75K	0.3%	80
2023 Q2	$1.16M	Buy	+29,905	New	+$1.11M	0.43%	68

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

Manhattan West Asset Management's SPSM Position: Q1 2026 in Review

Manhattan West Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q1 2026, buying an estimated $242K and bringing the position to 51,049 shares worth $2.47M. The position accounts for 0.48% of the portfolio, ranked #52.

Manhattan West Asset Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Manhattan West Asset Management held 51,049 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.47M as of Q1 2026.
Manhattan West Asset Management bought 4,889 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $242K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.48% of Manhattan West Asset Management's portfolio in Q1 2026, its #52 holding.
Manhattan West Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.