SPDR Portfolio S&P 600 Small Cap ETFSPSM
SPSM
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,231% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $193K
2% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 344
2.33% less ownership
Funds ownership: 74.68% [Q4 2024] → 72.35% (-2.33%) [Q1 2025]
4% less funds holding
Funds holding: 914 [Q4 2024] → 877 (-37) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 53 [Q4 2024] → 48 (-5) [Q1 2025]
19% less capital invested
Capital invested by funds: $9.79B [Q4 2024] → $7.89B (-$1.9B) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 80
Research analyst outlook
We haven’t received any recent analyst ratings for SPSM.
Financial journalist opinion
Positive
ETF Trends
1 week ago
U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity
We've been marveling at the performance of U.S. large-cap stocks since that early April low. We've also been tracking whether small-caps are finally going to keep up pace with their larger counterparts.
Neutral
Seeking Alpha
3 weeks ago
SPSM: Small Caps Are Unlikely To Outperform
SPDR Portfolio S&P 600 Small Cap ETF's small-cap focus is risky now, as small caps are more sensitive to interest rates and macro headwinds than large caps. Recent and historical performance shows SPSM lagging large caps, with the gap widening due to tech sector strength and macro challenges. Short-term economic and labor market challenges, plus inflation uncertainty, make large caps more attractive than small caps at present.
Neutral
Zacks Investment Research
1 month ago
Should SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), a passively managed exchange traded fund launched on 07/08/2013.
Positive
Morningstar
1 month ago
3 Great Small-Cap ETFs for 2025
Zachary Evens: Small stocks have underperformed their larger counterparts for a long time, prompting some people, including myself, to ask: why bother with small-cap ETFs? While there's an argument to be made on both sides, small-cap valuations are undeniably low, offering investors some upside if they converge with their fair value. Small-cap stocks are risky, though, and investors should control risk if they aim to capture that upside.
Neutral
Zacks Investment Research
3 months ago
Should SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Be on Your Investing Radar?
Launched on 07/08/2013, the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Negative
Seeking Alpha
4 months ago
SPSM: The Opportunites And Risks Are Balanced
SPSM offers a low expense ratio of 0.03% and tracks the S&P SmallCap 600 Index. Small-cap stocks benefit from reduced U.S. corporate tax rates, looser M&A rules, and lower regulatory burdens, enhancing their long-term growth potential. Risks include higher volatility, negative impacts from immigration and tariff policies, and potential underperformance compared to mid-cap stocks.
Negative
Seeking Alpha
4 months ago
How To Avoid The Worst Style ETFs For Q1 2025
ETF issuance is profitable for Wall Street, leading to an overwhelming number of ETFs that may not serve investors' best interests. Avoid ETFs with less than $100 million in assets due to inadequate liquidity and higher trading costs. Invest in ETFs with total annual costs below 0.49% to ensure low fees; high fees don't guarantee quality.
Neutral
Zacks Investment Research
5 months ago
Should SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), a passively managed exchange traded fund launched on 07/08/2013.
Positive
Zacks Investment Research
6 months ago
Can Small-Cap ETFs See the January Effect in 2025?
Small-cap stocks have underperformed the large caps in the past year. SPDR Portfolio S&P 600 Small Cap ETF SPSM has gained 9.8% in the past year (as of Jan. 6, 2025) versus 25.4% gains in the SPDR S&P 500 ETF Trust ETF SPY.
Negative
Zacks Investment Research
6 months ago
How to Play the January Effect With Small-Cap ETFs
Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.
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