Upcoming S&P SmallCap 600 additions

Funds must own every addition by the effective close; this register tracks the window. Data as of Sep 15, 2026.

Official announcementsEvery entry in the register

32days

until the S&P SmallCap 600 announcement. Nothing is pending right now.

Pencilled in for Dec 4, 2026, typical window

Pending entries

Announced, not yet effective

Announced additions that have not taken effect yet, soonest first
No.StockDays leftSince announcedDate effectiveDate announcedReplaces
No entries pending as of Sep 15, 2026. New announcements are entered here automatically, with a countdown to the effective close.

Most recent entries

Returns measured from the effective-date close

What inclusion is worth
Recently effective additions with their run-up and returns since the effective close
No.StockRun-up 30d1W1M3M6M1YDate effective
No entries recorded yet.

Losses are entered in red. A blank cell means that window hasn't elapsed yet.

About the S&P SmallCap 600

The S&P SmallCap 600 covers a committee-selected slice of smaller US companies. S&P Dow Jones Indices applies market-value, float and trading-liquidity screens as well as a profitability requirement: candidates generally need positive earnings in the latest quarter and over the previous four quarters combined. This differs from small-cap lists built solely by ranking companies by size.

S&P reviews its US index family at quarterly rebalances in March, June, September and December, but small-cap entries also arise from acquisitions, delistings and moves into the MidCap 400. Announcements outside the regular cycle can come with a shorter lead time. This register treats the recorded announcement and effective dates as separate facts; it does not infer a missing announcement date from the rebalance schedule.

IJR and SLY follow the SmallCap 600. Because the constituents are smaller than those in large-cap benchmarks, a change in index demand is worth examining against the stock's own trading history, without assuming that index buying caused the entire price move. A company promoted to the MidCap 400 can leave this benchmark even as it joins another tracked one.

What usually happens after the bell

Across 0 tracked S&P SmallCap 600 additions

Average, median and index-relative returns at each window after inclusion
Window after closeAverageMedianFinished highervs S&P 600
1W——Not yet elapsed—
1M——Not yet elapsed—
3M——Not yet elapsed—
6M——Not yet elapsed—
1Y——Not yet elapsed—
Run-up, 30 days before the close—Average move into past inclusions

How S&P SmallCap 600 additions work

S&P reviews the SmallCap 600 quarterly with changes usually effective after the third Friday's close. Corporate actions and transfers to the MidCap 400 can prompt changes between reviews; announcement windows are estimates until confirmed. A change is announced first and only takes effect after the close on the effective date. Between those two dates, every fund tracking the index (IJR, SLY) has to buy the incoming stock, which is why the window matters to traders.

What happens to a stock after it joins S&P SmallCap 600

Inclusion is often described as a guaranteed pop. The tracked history is more mixed: . Returns are measured from the effective close and can also be viewed against the index itself, so a rising market doesn't get counted as an inclusion effect.

When are S&P SmallCap 600 changes announced?

Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes. Scheduled review, announcement and effective dates for the next twelve months are listed on the index review calendar. Ad hoc changes — a takeover, a bankruptcy, a fast-track promotion — are announced outside that schedule, usually with a few days' notice.

Open the index review calendar.