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

Iron Horse 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
2025 Q2	$6.56K	Hold	154	–	–	﹤0.01%	339
2025 Q1	$6.28K	Sell	154 -9	-6%	-$396	﹤0.01%	326
2024 Q4	$7.32K	Sell	163 -2	-1%	-$93	﹤0.01%	271
2024 Q3	$7.51K	Hold	165	–	–	﹤0.01%	265
2024 Q2	$6.85K	Hold	165	–	–	﹤0.01%	248
2024 Q1	$7.1K	Sell	165 -77	-32%	-$3.18K	﹤0.01%	230
2023 Q4	$10.2K	Hold	242	–	–	﹤0.01%	186
2023 Q3	$8.93K	Buy	242 +115	+91%	+$4.48K	﹤0.01%	198
2023 Q2	$4.93K	Sell	127 -24	-16%	-$892	﹤0.01%	187
2023 Q1	$5.7K	Sell	151 -4	-3%	-$156	﹤0.01%	190
2022 Q4	$6K	Buy	155 +95	+158%	+$3.56K	﹤0.01%	148
2022 Q3	$2K	Sell	60 -100	-63%	-$3.79K	﹤0.01%	116
2022 Q2	$6K	Sell	160 -34	-18%	-$1.32K	﹤0.01%	143
2022 Q1	$8K	Sell	194 -38	-16%	-$1.6K	﹤0.01%	145
2021 Q4	$10K	Sell	232 -25	-10%	-$1.11K	0.01%	121
2021 Q3	$11K	Sell	257 -15	-6%	-$643	0.01%	107
2021 Q2	$12K	Sell	272 -45	-14%	-$1.96K	0.01%	111
2021 Q1	$13K	Sell	317 -526	-62%	-$21.4K	0.01%	101
2020 Q4	$30K	Buy	+843	New	+$27K	0.02%	78

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWA

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

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

Iron Horse Wealth Management's SPSM Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2025 at 154 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Iron Horse Wealth Management first reported a position in SPSM in Q4 2020 and has held it in 19 quarters since. The position peaked at $30K in Q4 2020. 891 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Iron Horse Wealth Management held 154 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.56K as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #339 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $30K in Q4 2020.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.