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

StoneX Group’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	$4.18M	Buy	72,509 +5,423	+8%	+$290K	0.17%	96
2026 Q1	$3.24M	Buy	+67,086	New	+$3.32M	0.17%	102
2023 Q3	–	Sell	-7,286	Closed	-$283K	–	722
2023 Q2	$283K	Buy	7,286 +1,647	+29%	+$61.2K	0.03%	421
2023 Q1	$213K	Buy	+5,639	New	+$220K	0.02%	516

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

StoneX Group's SPSM Position: Q2 2026 in Review

StoneX Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.1% in Q2 2026, buying an estimated $290K and bringing the position to 72,509 shares worth $4.18M. The position accounts for 0.17% of the portfolio, ranked #96.

StoneX Group first reported a position in SPSM in Q1 2023 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

StoneX Group held 72,509 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.18M as of Q2 2026.
StoneX Group bought 5,423 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $290K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of StoneX Group's portfolio in Q2 2026, its #96 holding.
StoneX Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 4 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.