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SPSM icon

SBI Securities’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

SBI Securities’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 		$12.5K Sell
216
-5
-2% -$267 ﹤0.01% 1735
2026
Q1 		$10.7K Buy
221
+36
+19% +$1.78K ﹤0.01% 1692
2025
Q4 		$8.67K Sell
185
-114
-38% -$5.32K ﹤0.01% 1783
2025
Q3 		$13.8K Sell
299
-31
-9% -$1.39K ﹤0.01% 1607
2025
Q2 		$14.1K Buy
330
+37
+13% +$1.49K ﹤0.01% 1545
2025
Q1 		$11.9K Sell
293
-18
-6% -$793 ﹤0.01% 1537
2024
Q4 		$14K Buy
+311
New +$14.5K ﹤0.01% 1500

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SBI Securities's SPSM Position: Q2 2026 in Review

SBI Securities reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q2 2026, selling an estimated $267 and leaving 216 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

SBI Securities first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q2 2025. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • SBI Securities held 216 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.5K as of Q2 2026.
  • SBI Securities sold 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $267.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1735 holding.
  • SBI Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.1K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.