HWA
SPSM icon

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

Heartwood Wealth 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
Q4 		– Sell
-3,373
Closed -$156K – 540
2025
Q3 		$156K Buy
+3,373
New +$151K 0.01% 220
2023
Q1 		– Sell
-18,261
Closed -$675K – 140
2022
Q4 		$675K Buy
+18,261
New +$684K 0.11% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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

Heartwood Wealth Advisors's SPSM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 3,373 shares — an estimated $156K sold.

Heartwood Wealth Advisors first reported a position in SPSM in Q4 2022 and held it in 2 quarters. The position peaked at $675K in Q4 2022. 978 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 3,373 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $156K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 2 quarters.
  • Heartwood Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $675K in Q4 2022.
  • 978 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.