Chuck Royce's SPSM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 209,799 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) worth $9.83 M, representing 0.10% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Chuck Royce has initiated a new position in SPSM, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
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 |
|---|---|---|---|---|
| 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 1 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 Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 209,799 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM), valued at approximately $9.83 M.
As of the Q4 2025 filing, State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) represents approximately 0.10% 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.