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

TCTC Holdings’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	$203K	Buy	+3,514	New	+$188K	0.01%	233
2026 Q1	–	Sell	-3,514	Closed	-$165K	–	532
2025 Q4	$165K	Hold	3,514	–	–	﹤0.01%	230
2025 Q3	$163K	Hold	3,514	–	–	﹤0.01%	218
2025 Q2	$150K	Buy	3,514 +2,425	+223%	+$97.8K	﹤0.01%	230
2025 Q1	$44.4K	Hold	1,089	–	–	﹤0.01%	354
2024 Q4	$48.9K	Hold	1,089	–	–	﹤0.01%	330
2024 Q3	$49.6K	Hold	1,089	–	–	﹤0.01%	319
2024 Q2	$45.2K	Hold	1,089	–	–	﹤0.01%	331
2024 Q1	$46.9K	Hold	1,089	–	–	﹤0.01%	309
2023 Q4	$45.9K	Buy	+1,089	New	+$41K	﹤0.01%	305

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 22.9% 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

TCTC Holdings's SPSM Position: Q2 2026 in Review

TCTC Holdings opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,514 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: TCTC Holdings previously reported a position in SPSM as recently as Q4 2025.

TCTC Holdings first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

TCTC Holdings held 3,514 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $203K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new TCTC Holdings position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of TCTC Holdings's portfolio in Q2 2026, its #233 holding.
TCTC Holdings first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on TCTC Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.