Mariner
SPSM icon

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

Mariner’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 		$26.2M Buy
541,600
+37,465
+7% +$1.85M 0.03% 395
2025
Q4 		$23.6M Buy
504,135
+19,695
+4% +$918K 0.03% 405
2025
Q3 		$22.4M Sell
484,440
-9,690
-2% -$434K 0.03% 392
2025
Q2 		$21.1M Sell
494,130
-38,849
-7% -$1.57M 0.03% 396
2025
Q1 		$21.7M Sell
532,979
-16,539
-3% -$729K 0.04% 360
2024
Q4 		$24.7M Buy
549,518
+73,518
+15% +$3.42M 0.04% 323
2024
Q3 		$21.7M Buy
476,000
+25,642
+6% +$1.13M 0.04% 350
2024
Q2 		$18.7M Sell
450,358
-1,033,812
-70% -$43.1M 0.04% 344
2024
Q1 		$63.9M Sell
1,484,170
-18,128
-1% -$749K 0.13% 150
2023
Q4 		$63.4M Buy
1,502,298
+56,431
+4% +$2.13M 0.15% 134
2023
Q3 		$53.4M Buy
1,445,867
+38,592
+3% +$1.5M 0.14% 143
2023
Q2 		$54.7M Buy
1,407,275
+1,157,178
+463% +$43M 0.15% 135
2023
Q1 		$9.45M Sell
250,097
-192
-0.1% -$7.5K 0.03% 457
2022
Q4 		$9.25M Buy
250,289
+123,636
+98% +$4.63M 0.03% 426
2022
Q3 		$4.31M Sell
126,653
-1,146
-0.9% -$43.4K 0.02% 552
2022
Q2 		$4.6M Sell
127,799
-12,405
-9% -$481K 0.02% 514
2022
Q1 		$5.9M Buy
140,204
+111,849
+394% +$4.71M 0.02% 453
2021
Q4 		$1.27M Buy
28,355
+7,983
+39% +$355K 0.01% 767
2021
Q3 		$868K Buy
20,372
+642
+3% +$27.5K ﹤0.01% 733
2021
Q2 		$867K Buy
19,730
+7,032
+55% +$305K 0.01% 693
2021
Q1 		$537K Buy
+12,698
New +$517K ﹤0.01% 725
2019
Q3 		– Sell
-7,393
Closed -$227K – 996
2019
Q2 		$227K Buy
+7,393
New +$225K ﹤0.01% 997

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner's SPSM Position: Q1 2026 in Review

Mariner increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.4% in Q1 2026, buying an estimated $1.85M and bringing the position to 541,600 shares worth $26.2M. The position accounts for 0.03% of the portfolio, ranked #395.

Mariner first reported a position in SPSM in Q2 2019 and has held it in 22 quarters since. The position peaked at $63.9M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Mariner held 541,600 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $26.2M as of Q1 2026.
  • Mariner bought 37,465 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.85M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Mariner's portfolio in Q1 2026, its #395 holding.
  • Mariner first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 22 quarters since.
  • Mariner's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $63.9M in Q1 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.