Mitsubishi UFJ Asset Management (UK)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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	$5.92M	Sell	122,585 -23,000	-16%	-$1.14M	3.06%	5
2025 Q4	$6.82M	Buy	145,585 +3,000	+2%	+$140K	3.32%	9
2025 Q3	$6.61M	Hold	142,585	–	–	3.19%	7
2025 Q2	$6.07M	Hold	142,585	–	–	3.16%	6
2025 Q1	$5.81M	Hold	142,585	–	–	3.16%	6
2024 Q4	$6.41M	Buy	142,585 +52,000	+57%	+$2.42M	2.83%	9
2024 Q3	$4.12M	Hold	90,585	–	–	2.13%	10
2024 Q2	$3.76M	Hold	90,585	–	–	1.94%	12
2024 Q1	$3.9M	Hold	90,585	–	–	1.98%	12
2023 Q4	$3.82M	Hold	90,585	–	–	2.09%	9
2023 Q3	$3.34M	Buy	90,585 +5,000	+6%	+$195K	2.35%	6
2023 Q2	$3.32M	Buy	+85,585	New	+$3.18M	2.14%	8

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

Mitsubishi UFJ Asset Management (UK)'s SPSM Position: Q1 2026 in Review

Mitsubishi UFJ Asset Management (UK) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q1 2026, selling an estimated $1.14M and leaving 122,585 shares worth $5.92M. The position accounts for 3.06% of the portfolio, ranked #5.

Mitsubishi UFJ Asset Management (UK) first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.82M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Mitsubishi UFJ Asset Management (UK) held 122,585 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.92M as of Q1 2026.
Mitsubishi UFJ Asset Management (UK) sold 23,000 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.06% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q1 2026, its #5 holding.
Mitsubishi UFJ Asset Management (UK) 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.
Mitsubishi UFJ Asset Management (UK)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.82M in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q1 2026, filed 8 May 2026.