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

Syon Capital’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	$1.3M	Sell	22,590 -13,246	-37%	-$707K	0.06%	258
2026 Q1	$1.73M	Buy	35,836 +1,817	+5%	+$89.9K	0.09%	171
2025 Q4	$1.59M	Buy	34,019 +333	+1%	+$15.5K	0.08%	180
2025 Q3	$1.56M	Buy	33,686 +4,326	+15%	+$194K	0.08%	158
2025 Q2	$1.25M	Sell	29,360 -21,890	-43%	-$883K	0.08%	173
2025 Q1	$2.09M	Buy	51,250 +522	+1%	+$23K	0.17%	90
2024 Q4	$2.28M	Buy	50,728 +5,248	+12%	+$244K	0.21%	79
2024 Q3	$2.07M	Buy	45,480 +165	+0.4%	+$7.25K	0.18%	89
2024 Q2	$1.88M	Buy	45,315 +1,550	+4%	+$64.6K	0.17%	93
2024 Q1	$1.88M	Buy	43,765 +548	+1%	+$22.7K	0.18%	92
2023 Q4	$1.82M	Sell	43,217 -2,238	-5%	-$84.3K	0.19%	86
2023 Q3	$1.68M	Buy	+45,455	New	+$1.77M	0.21%	71

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

Syon Capital's SPSM Position: Q2 2026 in Review

Syon Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 37% in Q2 2026, selling an estimated $707K and leaving 22,590 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #258.

Syon Capital first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Syon Capital held 22,590 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.3M as of Q2 2026.
Syon Capital sold 13,246 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $707K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Syon Capital's portfolio in Q2 2026, its #258 holding.
Syon Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
Syon Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.28M in Q4 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.