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SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF

Grow my money13y track recordRanked #56 of 2,992 in this goal

Tracks the total return performance of the S&P SmallCap 600 Index.

By State Street Investment Management · Launched 2013

Annual Cost

0.03%

#40 of 5,854 · low cost

Fund Size

$16.9B

#177 of 5,854 · large

Return (1Y)Goal

+32.0%

Track Record

13 years

#1,074 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,025+30.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Index tracked

S&P SmallCap 600 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.5% of fundwell diversified

State Street Global Advisors
5.9%
Eastman Chemical Co
0.6%
Element Solutions Inc
0.5%
Primoris Services Corp
0.5%
Viavi Solutions Inc
0.5%
Argan Inc
0.5%
FormFactor Inc
0.5%
LKQ Corp
0.5%
Jackson Financial Inc
0.5%
ESCO Technologies Inc
0.5%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Financial Services
17.1%
Industrials
15.6%
Technology
15.5%
Consumer Cyclical
13.2%
Healthcare
12.4%
Real Estate
7.6%
Energy
4.7%
Basic Materials
4.7%
Other
9.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.3%Moderate

Year-on-year price swings

Max drawdown
-42.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.55Decent risk-adjusted returns
Sortino (3Y)
0.83Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the S&P SmallCap 600 Index.
Strategy
Employs a sampling strategy to track the S&P SmallCap 600 Index, investing primarily in small-capitalization U.S. equity securities. The Fund may hold a subset of the Index securities and may also invest in cash and cash equivalents for management purposes.
Inception date
July 8, 2013
Fund family
State Street Investment Management

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Data updated on 2026-08-03