O'Shaughnessy Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
O'Shaughnessy Asset Management's SPSM Position: Q3 2026 in Review
O'Shaughnessy Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.4% in Q3 2026, buying an estimated $24.9K and bringing the position to 8,623 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.
O'Shaughnessy Asset Management first reported a position in SPSM in Q3 2021 and has held it in 17 quarters since. The position peaked at $686K in Q1 2023. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.
- O'Shaughnessy Asset Management held 8,623 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $479K as of Q3 2026.
- O'Shaughnessy Asset Management bought 442 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $24.9K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1677 holding.
- O'Shaughnessy Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 17 quarters since.
- O'Shaughnessy Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $686K in Q1 2023.
- 931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.