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

Tidal Investments’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	$1.47M	Buy	+25,479	New	+$1.36M	﹤0.01%	1531
2026 Q1	–	Sell	-102,373	Closed	-$4.8M	–	2566
2025 Q4	$4.8M	Buy	+102,373	New	+$4.77M	0.01%	665
2025 Q3	–	Sell	-114,466	Closed	-$4.88M	–	2174
2025 Q2	$4.88M	Buy	114,466 +53,392	+87%	+$2.15M	0.03%	458
2025 Q1	$2.49M	Buy	+61,074	New	+$2.69M	0.02%	603
2024 Q1	–	Sell	-156,905	Closed	-$6.62M	–	1732
2023 Q4	$6.62M	Buy	+156,905	New	+$5.91M	0.15%	112
2022 Q2	–	Sell	-322,001	Closed	-$13.5M	–	1183
2022 Q1	$13.5M	Buy	+322,001	New	+$13.6M	0.4%	44
2021 Q4	–	Sell	-495,569	Closed	-$21.1M	–	1059
2021 Q3	$21.1M	Sell	495,569 -137,192	-22%	-$5.88M	0.79%	28
2021 Q2	$27.8M	Sell	632,761 -160,631	-20%	-$6.98M	1.09%	22
2021 Q1	$33.5M	Sell	793,392 -45,382	-5%	-$1.85M	1.57%	16
2020 Q4	$30M	Buy	+838,774	New	+$26.9M	2.08%	10

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

Tidal Investments's SPSM Position: Q2 2026 in Review

Tidal Investments opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 25,479 shares worth $1.47M. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Tidal Investments previously reported a position in SPSM as recently as Q4 2025.

Tidal Investments first reported a position in SPSM in Q4 2020 and has held it in 10 quarters since. The position peaked at $33.5M in Q1 2021. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tidal Investments held 25,479 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.47M as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Tidal Investments position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1531 holding.
Tidal Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 10 quarters since.
Tidal Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $33.5M in Q1 2021.
1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.