Chuck Royce's SPSM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 200,373 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) worth $11.56 M, representing 0.09% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Chuck Royce has maintained this position in SPSM for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q2 2026, reducing 7,350 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -7,350 | Reduce 3.54% | 200,373 | $57.67 |
| Q1 2026 | -2,076 | Reduce 0.99% | 207,723 | $48.32 |
| Q4 2025 | +209,799 | New Buy | 209,799 | $46.86 |
Chuck Royce's State Street SPDR Portfolio S&P 600 Small Cap ETF Investment FAQs
Chuck Royce first purchased State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, acquiring 209,799 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for 3 quarters since Q4 2025.
Chuck Royce's largest addition to State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was in Q4 2025, adding 209,799 shares worth $9.83 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 200,373 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM), valued at approximately $11.56 M.
As of the Q2 2026 filing, State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was 209,799 shares, as reported at the end of Q4 2025.