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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.12M Buy
54,133
+14,358
+36% +$767K 1.43% 20
2026
Q1
$1.92M Buy
39,775
+22,999
+137% +$1.14M 1.12% 24
2025
Q4
$786K Buy
+16,776
New +$782K 0.48% 57

Other funds holding SPSM

Saxony Capital Management's SPSM Position: Q2 2026 in Review

Saxony Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 36% in Q2 2026, buying an estimated $767K and bringing the position to 54,133 shares worth $3.12M. The position accounts for 1.43% of the portfolio, ranked #20.

Saxony Capital Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Saxony Capital Management held 54,133 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.12M as of Q2 2026.
  • Saxony Capital Management bought 14,358 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $767K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.43% of Saxony Capital Management's portfolio in Q2 2026, its #20 holding.
  • Saxony Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.