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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.44M Buy
111,660
+37,788
+51% +$2.02M 4.98% 10
2026
Q1
$3.57M Buy
+73,872
New +$3.66M 4% 10

Other funds holding SPSM

Up Capital Management's SPSM Position: Q2 2026 in Review

Up Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 51% in Q2 2026, buying an estimated $2.02M and bringing the position to 111,660 shares worth $6.44M. The position accounts for 4.98% of the portfolio, ranked #10.

Up Capital Management first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 1,043 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Up Capital Management held 111,660 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.44M as of Q2 2026.
  • Up Capital Management bought 37,788 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.02M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.98% of Up Capital Management's portfolio in Q2 2026, its #10 holding.
  • Up Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,043 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Up Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.