SG
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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
Q1 		$3.24M Buy
+67,086
New +$3.32M 0.17% 102
2023
Q3 		– Sell
-7,286
Closed -$283K – 460
2023
Q2 		$283K Buy
7,286
+1,647
+29% +$61.2K 0.16% 194
2023
Q1 		$213K Buy
+5,639
New +$220K 0.13% 274

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

StoneX Group's SPSM Position: Q1 2026 in Review

StoneX Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 67,086 shares worth $3.24M. The stake represents 0.17% of the portfolio and ranks #102 among its holdings. This is a return to the name: StoneX Group previously reported a position in SPSM as recently as Q2 2023.

StoneX Group first reported a position in SPSM in Q1 2023 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • StoneX Group held 67,086 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.24M as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new StoneX Group position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of StoneX Group's portfolio in Q1 2026, its #102 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 3 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.