Tortoise Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Tortoise Investment Management’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	$13.6M	Buy	235,466 +14,060	+6%	+$751K	1.01%	31
2026 Q1	$10.7M	Buy	221,406 +13,714	+7%	+$679K	0.88%	38
2025 Q4	$9.73M	Buy	207,692 +14,824	+8%	+$691K	0.85%	38
2025 Q3	$8.93M	Buy	192,868 +6,585	+4%	+$295K	0.8%	44
2025 Q2	$7.94M	Buy	186,283 +16,592	+10%	+$669K	0.76%	44
2025 Q1	$6.92M	Buy	169,691 +14,720	+9%	+$648K	0.72%	45
2024 Q4	$6.96M	Buy	154,971 +15,299	+11%	+$712K	0.73%	42
2024 Q3	$6.36M	Buy	139,672 +46,899	+51%	+$2.06M	0.66%	46
2024 Q2	$3.85M	Buy	92,773 +35,136	+61%	+$1.46M	0.44%	58
2024 Q1	$2.48M	Buy	57,637 +16,630	+41%	+$687K	0.3%	73
2023 Q4	$1.73M	Buy	41,007 +37,031	+931%	+$1.4M	0.23%	80
2023 Q3	$147K	Buy	3,976 +1,663	+72%	+$64.8K	0.02%	230
2023 Q2	$89.8K	Hold	2,313	–	–	0.01%	286
2023 Q1	$87.4K	Hold	2,313	–	–	0.01%	277
2022 Q4	$85.5K	Hold	2,313	–	–	0.02%	275
2022 Q3	$79K	Buy	2,313 +265	+13%	+$10K	0.02%	269
2022 Q2	$74K	Sell	2,048 -1,023	-33%	-$39.7K	0.01%	257
2022 Q1	$129K	Buy	3,071 +32	+1%	+$1.35K	0.02%	215
2021 Q4	$136K	Buy	3,039 +991	+48%	+$44K	0.03%	194
2021 Q3	$87K	Hold	2,048	–	–	0.02%	210
2021 Q2	$90K	Hold	2,048	–	–	0.02%	206
2021 Q1	$87K	Hold	2,048	–	–	0.02%	209
2020 Q4	$73K	Hold	2,048	–	–	0.02%	207
2020 Q3	$56K	Hold	2,048	–	–	0.01%	220
2020 Q2	$54K	Buy	2,048 +1,393	+213%	+$34.2K	0.01%	214
2020 Q1	$14K	Buy	655 +345	+111%	+$10K	﹤0.01%	337
2019 Q4	$10K	Hold	310	–	–	﹤0.01%	415
2019 Q3	$9K	Sell	310 -1,468	-83%	-$44.3K	﹤0.01%	419
2019 Q2	$54K	Buy	1,778 +165	+10%	+$5.02K	0.01%	246
2019 Q1	$49K	Buy	1,613 +978	+154%	+$29K	0.01%	253
2018 Q4	$17K	Buy	+635	New	+$18.7K	﹤0.01%	328

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

Tortoise Investment Management's SPSM Position: Q2 2026 in Review

Tortoise Investment Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.4% in Q2 2026, buying an estimated $751K and bringing the position to 235,466 shares worth $13.6M. The position accounts for 1.01% of the portfolio, ranked #31.

Tortoise Investment Management first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tortoise Investment Management held 235,466 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13.6M as of Q2 2026.
Tortoise Investment Management bought 14,060 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $751K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.01% of Tortoise Investment Management's portfolio in Q2 2026, its #31 holding.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.