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Rothschild Investment LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rothschild Investment LLC’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
Q2 		$38.8K Hold
673
– – ﹤0.01% 1312
2026
Q1 		$32.5K Hold
673
– – ﹤0.01% 1245
2025
Q4 		$31.5K Hold
673
– – ﹤0.01% 1170
2025
Q3 		$31.2K Hold
673
– – ﹤0.01% 1125
2025
Q2 		$28.7K Hold
673
– – ﹤0.01% 930
2025
Q1 		$27.4K Hold
673
– – ﹤0.01% 917
2024
Q4 		$30.2K Hold
673
– – ﹤0.01% 903
2024
Q3 		$30.6K Sell
673
-4
-0.6% -$176 ﹤0.01% 904
2024
Q2 		$28.1K Buy
677
+5
+0.7% +$208 ﹤0.01% 895
2024
Q1 		$28.9K Hold
672
– – ﹤0.01% 838
2023
Q4 		$28.3K Buy
+672
New +$25.3K ﹤0.01% 779

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rothschild Investment LLC's SPSM Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 673 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Rothschild Investment LLC first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,056 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Rothschild Investment LLC held 673 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $38.8K as of Q2 2026.
  • Rothschild Investment LLC left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1312 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.