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

Pallas Capital Advisors’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 		$5.9M Buy
122,134
+36,469
+43% +$1.81M 0.22% 86
2025
Q4 		$4.01M Buy
+85,665
New +$4M 0.13% 127

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 $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pallas Capital Advisors's SPSM Position: Q1 2026 in Review

Pallas Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 43% in Q1 2026, buying an estimated $1.81M and bringing the position to 122,134 shares worth $5.9M. The position accounts for 0.22% of the portfolio, ranked #86.

Pallas Capital Advisors first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Pallas Capital Advisors held 122,134 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.9M as of Q1 2026.
  • Pallas Capital Advisors bought 36,469 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.81M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.22% of Pallas Capital Advisors's portfolio in Q1 2026, its #86 holding.
  • Pallas Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.