First Horizon Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

First Horizon Advisors’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 Q2	–	Sell	-28,100	Closed	-$1.15M	–	2493
2025 Q1	$1.15M	Hold	28,100	–	–	0.03%	236
2024 Q4	$1.26M	Hold	28,100	–	–	0.04%	232
2024 Q3	$1.28M	Hold	28,100	–	–	0.04%	236
2024 Q2	$1.17M	Buy	28,100 +23,777	+550%	+$991K	0.04%	234
2024 Q1	$186K	Buy	4,323 +3,944	+1,041%	+$163K	0.01%	518
2023 Q4	$16K	Buy	379 +118	+45%	+$4.45K	﹤0.01%	1413
2023 Q3	$9.63K	Sell	261 -239	-48%	-$9.31K	﹤0.01%	1524
2023 Q2	$19.4K	Buy	+500	New	+$18.6K	﹤0.01%	1280
2023 Q1	–	Sell	-49	Closed	-$1.81K	–	2542
2022 Q4	$1.81K	Hold	49	–	–	﹤0.01%	2084
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	2035
2022 Q2	$2K	Buy	+49	New	+$1.9K	﹤0.01%	2123
2019 Q4	–	Sell	-600	Closed	-$18K	–	1586
2019 Q3	$18K	Buy	+600	New	+$18.1K	﹤0.01%	887

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Horizon Advisors's SPSM Position: Q2 2025 in Review

First Horizon Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 28,100 shares — an estimated $1.15M sold.

First Horizon Advisors first reported a position in SPSM in Q3 2019 and held it in 12 quarters. The position peaked at $1.28M in Q3 2024. 889 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

First Horizon Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 28,100 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $1.15M.
First Horizon Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and held it in 12 quarters.
First Horizon Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.28M in Q3 2024.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.