Key stats
About SPDR SERIES TRUST PORTFOLIO SMALL CAP ETF
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Inception date
Jul 8, 2013
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
SPSM is a part of the low-cost SPDR Portfolio ETF lineup, a collection of core-exposure funds that track S&P indexes. The fund specifically tracks the S&P SmallCap 600 Index. The S&P's index committee chooses at least 600 securities to represent the US small-cap space, not necessarily the 600 smallest by market cap, which can lead to some omissions of single names. The Committee also considers sector balance by comparing the weight of each GICS sector in the index to its weight in the relevant market cap range of the S&P Total Market Index. SPSM securities are added and removed on an as-needed basis and are rebalanced quarterly. The fund may also invest in futures contracts. Before November 16, 2017, the fund tracked the Russell 2000 Index and traded under the ticker TWOK. Prior to January 24, 2020, the fund tracked the SSGA Small Cap Index. On June 9, 2023, the ETF acquired the assets and liabilities of the SPDR S&P 600 Small Cap ETF (ticker: SLY), which had $1.7 billion in assets.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.