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

RMR 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	$2.97M	Buy	61,551 +5,493	+10%	+$272K	2.15%	10
2025 Q4	$2.63M	Sell	56,058 -1,435	-2%	-$66.9K	1.89%	12
2025 Q3	$2.66M	Buy	57,493 +4,201	+8%	+$188K	1.86%	12
2025 Q2	$2.27M	Sell	53,292 -19,802	-27%	-$799K	1.62%	11
2025 Q1	$2.98M	Buy	73,094 +285	+0.4%	+$12.6K	2.11%	10
2024 Q4	$3.27M	Buy	72,809 +994	+1%	+$46.2K	2.41%	10
2024 Q3	$3.27M	Buy	71,815 +834	+1%	+$36.6K	2.68%	6
2024 Q2	$2.95M	Sell	70,981 -1,138	-2%	-$47.4K	2.69%	8
2024 Q1	$3.1M	Buy	72,119 +17,178	+31%	+$710K	2.84%	6
2023 Q4	$2.32M	Buy	+54,941	New	+$2.07M	2.64%	10

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

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

RMR Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.8% in Q1 2026, buying an estimated $272K and bringing the position to 61,551 shares worth $2.97M. The position accounts for 2.15% of the portfolio, ranked #10.

RMR Capital Management first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

RMR Capital Management held 61,551 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.97M as of Q1 2026.
RMR Capital Management bought 5,493 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $272K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.15% of RMR Capital Management's portfolio in Q1 2026, its #10 holding.
RMR Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
RMR Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.27M in Q4 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.