SMM
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Stadion Money Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Stadion Money 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 		$41.6M Sell
861,902
-64,586
-7% -$3.2M 4.19% 6
2025
Q4 		$43.4M Sell
926,488
-78,994
-8% -$3.68M 3.52% 8
2025
Q3 		$46.6M Buy
1,005,482
+190,420
+23% +$8.54M 3.72% 7
2025
Q2 		$34.7M Sell
815,062
-239,216
-23% -$9.65M 2.85% 12
2025
Q1 		$43M Buy
1,054,278
+6,860
+0.7% +$302K 4.28% 6
2024
Q4 		$47.1M Sell
1,047,418
-388,889
-27% -$18.1M 3.68% 7
2024
Q3 		$65.4M Sell
1,436,307
-10,206
-0.7% -$448K 4.93% 8
2024
Q2 		$60.1M Sell
1,446,513
-334,643
-19% -$13.9M 4.92% 8
2024
Q1 		$76.7M Buy
1,781,156
+33,104
+2% +$1.37M 4.97% 6
2023
Q4 		$73.7M Buy
1,748,052
+452,380
+35% +$17M 4.88% 7
2023
Q3 		$47.8M Sell
1,295,672
-241,571
-16% -$9.41M 3.96% 6
2023
Q2 		$59.7M Buy
1,537,243
+10,224
+0.7% +$380K 3.88% 6
2023
Q1 		$57.7M Buy
1,527,019
+245,236
+19% +$9.57M 4.56% 5
2022
Q4 		$47.4M Sell
1,281,783
-60,544
-5% -$2.27M 3.96% 5
2022
Q3 		$45.7M Sell
1,342,327
-1,397,113
-51% -$52.9M 3.94% 5
2022
Q2 		$98.6M Sell
2,739,440
-33,544
-1% -$1.3M 7.98% 4
2022
Q1 		$117M Sell
2,772,984
-410,773
-13% -$17.3M 6.63% 5
2021
Q4 		$142M Sell
3,183,757
-10,581
-0.3% -$470K 7.43% 5
2021
Q3 		$136M Sell
3,194,338
-1,764,336
-36% -$75.6M 8.98% 4
2021
Q2 		$218M Buy
4,958,674
+1,481,821
+43% +$64.4M 10.98% 4
2021
Q1 		$147M Sell
3,476,853
-649,492
-16% -$26.5M 6.64% 4
2020
Q4 		$148M Sell
4,126,345
-730,140
-15% -$23.4M 5.38% 6
2020
Q3 		$133M Sell
4,856,485
-37,569
-0.8% -$1.05M 5.3% 5
2020
Q2 		$130M Buy
4,894,054
+306,642
+7% +$7.53M 5.3% 6
2020
Q1 		$100M Buy
+4,587,412
New +$133M 5.88% 5
2018
Q3 		– Sell
-660,300
Closed -$21.3M – 115
2018
Q2 		$21.3M Buy
+660,300
New +$20.8M 0.76% 28
2018
Q1 		– Sell
-228,900
Closed -$6.9M – 118
2017
Q4 		$6.9M Buy
228,900
+12,000
+6% +$355K 0.22% 39
2017
Q3 		$6.33M Buy
+216,900
New +$6.02M 0.2% 49

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stadion Money Management's SPSM Position: Q1 2026 in Review

Stadion Money Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q1 2026, selling an estimated $3.2M and leaving 861,902 shares worth $41.6M. The position accounts for 4.19% of the portfolio, ranked #6.

Stadion Money Management first reported a position in SPSM in Q3 2017 and has held it in 28 quarters since. The position peaked at $218M in Q2 2021. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Stadion Money Management held 861,902 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $41.6M as of Q1 2026.
  • Stadion Money Management sold 64,586 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.2M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.19% of Stadion Money Management's portfolio in Q1 2026, its #6 holding.
  • Stadion Money Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2017 and has held it in 28 quarters since.
  • Stadion Money Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $218M in Q2 2021.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Stadion Money Management's 13F filing for Q1 2026, filed 15 May 2026.