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

Horizon Investments’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
2026 Q1	$688K	Buy	14,236 +9,855	+225%	+$488K	0.01%	801
2025 Q4	$205K	Buy	4,381 +2,063	+89%	+$96.2K	﹤0.01%	952
2025 Q3	$107K	Sell	2,318 -777	-25%	-$34.8K	﹤0.01%	969
2025 Q2	$132K	Buy	3,095 +77	+3%	+$3.1K	﹤0.01%	925
2025 Q1	$123K	Buy	3,018 +2,542	+534%	+$112K	﹤0.01%	606
2024 Q4	$21.4K	Buy	+476	New	+$22.1K	﹤0.01%	661
2024 Q1	–	Sell	-2,771,853	Closed	-$117M	–	856
2023 Q4	$117M	Buy	+2,771,853	New	+$104M	3.25%	7
2021 Q3	–	Sell	-67,330	Closed	-$2.96M	–	515
2021 Q2	$2.96M	Sell	67,330 -2,290,058	-97%	-$99.5M	0.09%	114
2021 Q1	$99.6M	Buy	+2,357,388	New	+$96.1M	3.66%	7
2019 Q1	–	Sell	-3,022,901	Closed	-$79.7M	–	451
2018 Q4	$79.7M	Sell	3,022,901 -1,404,349	-32%	-$41.4M	4.03%	7
2018 Q3	$147M	Buy	+4,427,250	New	+$147M	4.93%	7

Other funds holding SPSM

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments's SPSM Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 225% in Q1 2026, buying an estimated $488K and bringing the position to 14,236 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #801.

Horizon Investments first reported a position in SPSM in Q3 2018 and has held it in 11 quarters since. The position peaked at $147M in Q3 2018. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Horizon Investments held 14,236 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $688K as of Q1 2026.
Horizon Investments bought 9,855 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $488K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #801 holding.
Horizon Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 11 quarters since.
Horizon Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $147M in Q3 2018.
1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.