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	–	580
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

Horan Securities's SPSM Position: Q2 2025 in Review

Horan Securities opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025: 24,953 shares worth $1.06M. The stake represents 0.37% of the portfolio and ranks #27 among its holdings. This is a return to the name: Horan Securities previously reported a position in SPSM as recently as Q2 2023.

Horan Securities first reported a position in SPSM in Q4 2020 and has held it in 11 quarters since. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Horan Securities held 24,953 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.06M as of Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Horan Securities position in Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of Horan Securities's portfolio in Q2 2025, its #27 holding.
Horan Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 11 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.