BCMLT
SPSM icon

Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$684 – 882
2025
Q2 		$684 Sell
16
-119
-88% -$4.8K ﹤0.01% 1011
2025
Q1 		$5.51K Hold
135
– – ﹤0.01% 747
2024
Q4 		$6.05K Buy
135
+1
+0.7% +$47 ﹤0.01% 685
2024
Q3 		$6.1K Hold
134
– – ﹤0.01% 773
2024
Q2 		$5.57K Hold
134
– – ﹤0.01% 682
2024
Q1 		$5.77K Buy
134
+122
+1,017% +$5.04K ﹤0.01% 675
2023
Q4 		$443 Sell
12
-1,224
-99% -$46.1K ﹤0.01% 926
2023
Q3 		$48K Hold
1,236
– – 0.01% 254
2023
Q2 		$48K Buy
+1,236
New +$45.9K 0.01% 254
2023
Q1 		– Sell
-44
Closed -$1.63K – 1007
2022
Q4 		$1.63K Hold
44
– – ﹤0.01% 828
2022
Q3 		$2K Sell
44
-43
-49% -$1.63K ﹤0.01% 759
2022
Q2 		$4K Hold
87
– – ﹤0.01% 690
2022
Q1 		$4K Buy
+87
New +$3.66K ﹤0.01% 691

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPSM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 16 shares — an estimated $684 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPSM in Q1 2022 and held it in 13 quarters. The position peaked at $48K in Q3 2023. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 16 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $684.
  • Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and held it in 13 quarters.
  • Beacon Capital Management LLC (Tennessee)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $48K in Q3 2023.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.