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

Quantinno Capital Management’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	$4.65M	Buy	96,334 +68,863	+251%	+$3.41M	0.01%	1171
2025 Q4	$1.29M	Buy	27,471 +1,890	+7%	+$88.1K	﹤0.01%	1601
2025 Q3	$1.18M	Buy	25,581 +10,310	+68%	+$462K	﹤0.01%	1406
2025 Q2	$651K	Sell	15,271 -898	-6%	-$36.2K	﹤0.01%	1499
2025 Q1	$659K	Buy	16,169 +7,845	+94%	+$346K	﹤0.01%	1291
2024 Q4	$374K	Buy	+8,324	New	+$387K	﹤0.01%	1320

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

Quantinno Capital Management's SPSM Position: Q1 2026 in Review

Quantinno Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 251% in Q1 2026, buying an estimated $3.41M and bringing the position to 96,334 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #1171.

Quantinno Capital Management first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Quantinno Capital Management held 96,334 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.65M as of Q1 2026.
Quantinno Capital Management bought 68,863 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.41M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1171 holding.
Quantinno Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.