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 Q3	$3.43M	Buy	64,911 +1,119	+2%	+$63K	2.4%	8
2026 Q2	$3.68M	Buy	63,792 +2,241	+4%	+$120K	2.53%	8
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RMR Capital Management's SPSM Position: Q3 2026 in Review

RMR Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.8% in Q3 2026, buying an estimated $63K and bringing the position to 64,911 shares worth $3.43M. The position accounts for 2.4% of the portfolio, ranked #8.

RMR Capital Management first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

RMR Capital Management held 64,911 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.43M as of Q3 2026.
RMR Capital Management bought 1,119 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $63K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.4% of RMR Capital Management's portfolio in Q3 2026, its #8 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 12 quarters since.
RMR Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.68M in Q2 2026.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on RMR Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.