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Ken Fisher’s SPSM Holdings & Trades

First Buy
Q1 2021
Duration Held
7 Quarters
Largest Add
Q4 2024
+12,595 Shares
Current Position
8,469 Shares
$409,229 Value

Ken Fisher's SPSM Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 8,469 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) worth $409,229, representing 0.00% of the portfolio. First purchased in 2021-Q1, this short-term holding has been held for 7 quarters.

Based on 13F filings, Ken Fisher has maintained this position in SPSM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 12,595 shares. Largest reduction occurred in Q1 2025, reducing 12,595 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher'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 Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +8,469 New Buy 8,469 $48.32
Q1 2025 -12,595 Sold Out 0 $0.00
Q4 2024 +12,595 New Buy 12,595 $44.92
Q3 2024 -10,089 Sold Out 0 $0.00
Q2 2024 +10,089 New Buy 10,089 $41.53
Q2 2021 -6,250 Sold Out 0 $0.00
Q1 2021 +6,250 New Buy 6,250 $42.24

Ken Fisher's State Street SPDR Portfolio S&P 600 Small Cap ETF Investment FAQs

Ken Fisher first purchased State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2021, acquiring 6,250 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) for 7 quarters since Q1 2021.

Ken Fisher's largest addition to State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was in Q4 2024, adding 12,595 shares worth $565,789.

According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 8,469 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM), valued at approximately $409,229.

As of the Q1 2026 filing, State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was 12,595 shares, as reported at the end of Q4 2024.