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

Horizons 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 Q3	$8.67K	Buy	+164	New	+$9.23K	0.01%	138
2026 Q1	$7.92K	Hold	164	–	–	0.01%	147
2025 Q4	$7.68K	Hold	164	–	–	0.01%	147
2025 Q3	$7.6K	Hold	164	–	–	0.01%	145
2025 Q2	$6.99K	Hold	164	–	–	0.01%	152
2025 Q1	$6.68K	Hold	164	–	–	0.01%	149
2024 Q4	$7.37K	Hold	164	–	–	0.01%	142
2024 Q3	$7.46K	Hold	164	–	–	0.01%	145
2024 Q2	$7.26K	Hold	164	–	–	0.01%	144
2024 Q1	$6.92K	Hold	164	–	–	﹤0.01%	142
2023 Q4	$6.92K	Hold	164	–	–	﹤0.01%	142
2023 Q3	$6.05K	Hold	164	–	–	﹤0.01%	145
2023 Q2	$6.37K	Buy	+164	New	+$6.09K	﹤0.01%	165

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Horizons Wealth Management's SPSM Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 164 shares worth $8.67K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in SPSM as recently as Q1 2026.

Horizons Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Horizons Wealth Management held 164 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $8.67K as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Horizons Wealth Management position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Horizons Wealth Management's portfolio in Q3 2026, its #138 holding.
Horizons Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.