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

Horizon Financial Services’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
2024 Q4	–	Sell	-294	Closed	-$13.4K	–	270
2024 Q3	$13.4K	Buy	294 +225	+326%	+$9.88K	0.01%	120
2024 Q2	$2.87K	Hold	69	–	–	﹤0.01%	157
2024 Q1	$2.97K	Buy	+69	New	+$2.85K	﹤0.01%	161
2022 Q1	–	Sell	-2,801	Closed	-$125K	–	106
2021 Q4	$125K	Buy	2,801 +117	+4%	+$5.2K	0.08%	62
2021 Q3	$114K	Buy	2,684 +1,270	+90%	+$54.4K	0.08%	71
2021 Q2	$62K	Buy	+1,414	New	+$61.4K	0.05%	77

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Horizon Financial Services's SPSM Position: Q4 2024 in Review

Horizon Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 294 shares — an estimated $13.4K sold.

Horizon Financial Services first reported a position in SPSM in Q2 2021 and held it in 6 quarters. The position peaked at $125K in Q4 2021. 928 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

Horizon Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Horizon Financial Services sold 294 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2024, an estimated $13.4K.
Horizon Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 6 quarters.
Horizon Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $125K in Q4 2021.
928 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Horizon Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.