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SPSM icon

Horan Securities’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Horan Securities’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 		$1.06M Buy
+24,953
New +$1.01M 0.37% 27
2023
Q3 		– Sell
-170
Closed -$6.6K – 582
2023
Q2 		$6.6K Buy
170
+1
+0.6% +$37 ﹤0.01% 438
2023
Q1 		$6.38K Sell
169
-8
-5% -$312 ﹤0.01% 437
2022
Q4 		$6.53K Buy
177
+1
+0.6% +$37 ﹤0.01% 418
2022
Q3 		$6K Buy
176
+1
+0.6% +$38 ﹤0.01% 395
2022
Q2 		$6K Buy
175
+1
+0.6% +$39 ﹤0.01% 398
2022
Q1 		$7K Hold
174
– – ﹤0.01% 356
2021
Q4 		$8K Buy
+174
New +$7.73K ﹤0.01% 347
2021
Q2 		$7K Buy
165
+1
+0.6% +$43 0.01% 337
2021
Q1 		$7K Hold
164
– – 0.01% 305
2020
Q4 		$6K Buy
+164
New +$5.25K 0.01% 302

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return