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

Heritage 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
-30
Closed -$1.39K – 609
2025
Q3 		$1.39K Buy
+30
New +$1.34K ﹤0.01% 539

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 30 shares — an estimated $1.39K sold.

Heritage Wealth Advisors first reported a position in SPSM in Q3 2025 and held it in 1 quarter. The position peaked at $1.39K in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Heritage 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.
  • Heritage Wealth Advisors sold 30 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $1.39K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.39K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.