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State Street Investment ManagementSmall BlendSPSM · NYSE Arca

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)

Price
$55.31
11 Sept 2026
Assets
$16.9B
Total net assets
Expense ratio
0.03%
Category 0.96%
Yield
1.40%
Trailing distributions
3Y CAGR
15.3%-0.5%
Category 15.8%
5Y CAGR
7.2%-0.5%
Category 7.7%
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State Street SPDR Portfolio S&P 600 Small Cap ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.6%-0.7%+17.1%+18.9%+20.1%+15.3%+7.2%+10.5%+9.8%
Small Blend average-4.1%0.0%16.7%16.6%17.0%15.8%7.7%10.5%11.7%
Difference-0.5%-0.8%+0.4%+2.3%+3.1%-0.5%-0.5%0.0%-1.9%

Holdings

The 10 largest positions make up 5.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
CORTCorcept Therapeutics Inc0.60%
GKOSGlaukos Corp0.59%
PAYCPaycom Software Inc0.55%
EATBrinker International Inc0.55%
MTCHMatch Group Inc Ordinary Shares - New0.53%
JXNJackson Financial Inc0.52%
VSATViasat Inc0.51%
PTGXProtagonist Therapeutics Inc0.50%
KMXCarMax Inc0.49%
RHPRyman Hospitality Properties Inc0.48%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.1
P/B
2.0
P/S
1.2
P/CF
9.8

Sector allocation

Share of the equity the fund holds.

17.8%Financial services11 sectors
  1. Financial services17.8%
  2. Industrials15.3%
  3. Technology14.8%
  4. Consumer discretionary13.3%
  5. Health care11.1%
  6. Real estate7.5%
  7. Energy6.2%
  8. Materials4.6%
  9. Consumer staples4.4%
  10. Communication services3.3%
  11. Utilities1.8%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
State Street Investment Management
Category
Equity · Small Blend
Ticker
SPSM
Exchange
NYSE Arca
Inception
8 Jul 2013 (13.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.03% (category 0.96%)
Holdings turnover
30% (category 61%)
Distribution yield
1.40%
Beta, 3 years
1.05
Total net assets
$16.9B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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