Richard Bernstein Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Richard Bernstein Advisors's SPSM Position: Q1 2026 in Review
Richard Bernstein Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 52% in Q1 2026, selling an estimated $119K and leaving 2,208 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #211.
Richard Bernstein Advisors first reported a position in SPSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $153M in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Richard Bernstein Advisors held 2,208 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $107K as of Q1 2026.
- Richard Bernstein Advisors sold 2,403 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $119K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #211 holding.
- Richard Bernstein Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 11 quarters since.
- Richard Bernstein Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $153M in Q4 2023.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.