Qube Research & Technologies (QRT)
SPSM icon

Qube Research & Technologies (QRT)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Qube Research & Technologies (QRT)’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 		$49K Buy
1,014
+352
+53% +$17.4K ﹤0.01% 3177
2025
Q4 		$31K Buy
+662
New +$30.9K ﹤0.01% 3336
2025
Q3 		– Sell
-209
Closed -$8.9K – 3927
2025
Q2 		$8.9K Buy
+209
New +$8.43K ﹤0.01% 3336
2024
Q4 		– Sell
-276
Closed -$12.6K – 3793
2024
Q3 		$12.6K Sell
276
-1,348
-83% -$59.2K ﹤0.01% 3011
2024
Q2 		$67.4K Buy
1,624
+325
+25% +$13.5K ﹤0.01% 2679
2024
Q1 		$55.9K Sell
1,299
-1,022
-44% -$42.2K ﹤0.01% 3479
2023
Q4 		$97.9K Buy
2,321
+665
+40% +$25.1K ﹤0.01% 3106
2023
Q3 		$61.1K Buy
+1,656
New +$64.5K ﹤0.01% 2812
2023
Q1 		– Sell
-3,680
Closed -$136K – 2995
2022
Q4 		$136K Buy
3,680
+3,451
+1,507% +$129K ﹤0.01% 1924
2022
Q3 		$8K Buy
229
+201
+718% +$7.61K ﹤0.01% 2374
2022
Q2 		$1K Sell
28
-472
-94% -$18.3K ﹤0.01% 2419
2022
Q1 		$21K Sell
500
-320
-39% -$13.5K ﹤0.01% 2250
2021
Q4 		$37K Buy
+820
New +$36.4K ﹤0.01% 2307

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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT)'s SPSM Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 53% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,014 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Qube Research & Technologies (QRT) first reported a position in SPSM in Q4 2021 and has held it in 13 quarters since. The position peaked at $136K in Q4 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Qube Research & Technologies (QRT) held 1,014 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $49K as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 352 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $17.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3177 holding.
  • Qube Research & Technologies (QRT) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Qube Research & Technologies (QRT)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $136K in Q4 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.