OE
SPSM icon

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

October Effect’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 		$712K Buy
12,350
+1,476
+14% +$78.8K 0.67% 36
2026
Q1 		$525K Buy
10,874
+2,581
+31% +$128K 0.61% 47
2025
Q4 		$389K Buy
8,293
+1,532
+23% +$71.4K 0.43% 45
2025
Q3 		$313K Sell
6,761
-177
-3% -$7.94K 0.35% 41
2025
Q2 		$296K Buy
+6,938
New +$280K 0.36% 43

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

October Effect's SPSM Position: Q2 2026 in Review

October Effect increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, buying an estimated $78.8K and bringing the position to 12,350 shares worth $712K. The position accounts for 0.67% of the portfolio, ranked #36.

October Effect first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • October Effect held 12,350 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $712K as of Q2 2026.
  • October Effect bought 1,476 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $78.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.67% of October Effect's portfolio in Q2 2026, its #36 holding.
  • October Effect first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.