HWM
SPSM icon

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

Horizon Wealth Management’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 		$612K Buy
12,670
+1
+0% +$50 0.09% 74
2025
Q4 		$594K Buy
12,669
+1
+0% +$47 0.09% 66
2025
Q3 		$587K Buy
12,668
+1
+0% +$45 0.09% 68
2025
Q2 		$540K Sell
12,667
-126
-1% -$5.08K 0.09% 56
2025
Q1 		$521K Buy
12,793
+128
+1% +$5.64K 0.09% 53
2024
Q4 		$569K Buy
12,665
+3,553
+39% +$165K 0.1% 46
2024
Q3 		$415K Buy
9,112
+1
+0% +$44 0.08% 53
2024
Q2 		$378K Buy
9,111
+1
+0% +$42 0.09% 49
2024
Q1 		$392K Buy
9,110
+251
+3% +$10.4K 0.1% 50
2023
Q4 		$374K Sell
8,859
-264,790
-97% -$9.98M 0.1% 47
2023
Q3 		$10.1M Buy
273,649
+264,816
+2,998% +$10.3M 4.06% 8
2023
Q2 		$343K Buy
8,833
+132
+2% +$4.91K 0.14% 49
2023
Q1 		$329K Hold
8,701
– – 0.25% 46
2022
Q4 		$322K Hold
8,701
– – 0.26% 40
2022
Q3 		$296K Sell
8,701
-70
-0.8% -$2.65K 0.22% 44
2022
Q2 		$316K Hold
8,771
– – 0.13% 71
2022
Q1 		$369K Sell
8,771
-2,400
-21% -$101K 0.11% 70
2021
Q4 		$499K Buy
+11,171
New +$497K 0.15% 59

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Wealth Management's SPSM Position: Q1 2026 in Review

Horizon Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.01% in Q1 2026, buying an estimated $50 and bringing the position to 12,670 shares worth $612K. The position accounts for 0.09% of the portfolio, ranked #74.

Horizon Wealth Management first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2023. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Horizon Wealth Management held 12,670 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $612K as of Q1 2026.
  • Horizon Wealth Management bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q1 2026, an estimated $50.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Horizon Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.1M in Q3 2023.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.