SPSM ETF Analysis: Portfolio S&P 600 Small Cap | NYSE

Small Blend | NYSE, USA | Market Cap: 17.207m USD | 12M Return: 30.7% | Charts, Fundamentals & Technical Analysis

Small Cap Equities, U.S. Stocks, Index Tracking, Blend Funds
Total Rating 75
Safety 63
Buy Signal 0.11
Small Blend
Category Rotation: -7.7
TER: 0.03%
AUM: 17.2B
Avg Turnover: 99.7M
Risk 3d forecast
Volatility17.8%
VaR 5th Pctl3.03%
VaR vs Median-5.60%
Reward TTM
Sharpe Ratio1.40
Rel. Str. IBD67.2
Rel. Str. Peer Group86.8
Character TTM
Beta1.036
Beta Downside1.126
Hurst Exponent0.533
Drawdowns 3y
Max DD27.94%
CAGR/Max DD0.48
CAGR/Mean DD2.28

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.2% 14
Feb +0.1% 0
Mar -2.0% 42
Apr -0.7% 27
May +1.1% 17
Jun +1.6% 25
Jul +1.3% 24
Aug -2.1% 27
Sep -3.3% 26
Oct -0.7% 9
Nov +1.7% 49
Dec -0.6% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SPSM Portfolio S&P 600 Small Cap

The SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is a passively managed exchange-traded fund that seeks to track the performance of the S&P 600 Index, which represents the small-capitalization segment of the U.S. equity market. Under normal market conditions, the fund invests at least 80% of its total assets in the securities comprising the underlying index.

As a small blend ETF, SPSM offers exposure to a broad, market-cap-weighted basket of smaller U.S. companies, blending growth and value styles. The fund follows a passive index-tracking business model common to the SPDR portfolio lineup, aiming to replicate index returns rather than outperform through active stock selection, with its portfolio holdings spanning multiple sectors of the U.S. economy weighted by their representation in the benchmark index.

Headlines to Watch Out For
  • Fed rate cuts boost small cap valuations as borrowing costs ease
  • Small cap earnings beat expectations on resilient domestic revenue
  • Risk appetite returns as investors rotate from large caps into small caps
What is the price of SPSM shares?

As of July 28, 2026, the stock is trading at USD 56.59 with a total of 1,276,095 shares traded. Over the past week, the price has changed by +0.30%, over one month by -1.20%, over three months by +6.96% and over the past year by +30.69%.

Current recommended Stop Loss: 55.70 (which is 1.6% or 1.2 ATR below the current price).

Is SPSM a buy, sell or hold?

Portfolio S&P 600 Small Cap has no consensus analysts rating.