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 Q2	$731K	Buy	12,671 +1	+0%	+$53	0.09%	75
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return

Horizon Wealth Management's SPSM Position: Q2 2026 in Review

Horizon Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.01% in Q2 2026, buying an estimated $53 and bringing the position to 12,671 shares worth $731K. The position accounts for 0.09% of the portfolio, ranked #75.

Horizon Wealth Management first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q3 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Horizon Wealth Management held 12,671 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $731K as of Q2 2026.
Horizon Wealth Management bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q2 2026, an estimated $53.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Horizon Wealth Management's portfolio in Q2 2026, its #75 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 19 quarters since.
Horizon Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.1M in Q3 2023.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.