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 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	Sell	43,765 -42,791	-49%	-$1.77M	0.18%	92
2023 Q4	$3.65M	Buy	86,556 +41,101	+90%	+$1.55M	0.15%	92
2023 Q3	$1.68M	Buy	+45,455	New	+$1.77M	0.21%	71

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syon Capital's SPSM Position: Q1 2026 in Review

Syon Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.3% in Q1 2026, buying an estimated $89.9K and bringing the position to 35,836 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #171.

Syon Capital first reported a position in SPSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Syon Capital held 35,836 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.73M as of Q1 2026.
Syon Capital bought 1,817 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $89.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Syon Capital's portfolio in Q1 2026, its #171 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 11 quarters since.
Syon Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.65M in Q4 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.