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SPSM icon

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
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
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

TCTC Holdings's SPSM Position: Q1 2026 in Review

TCTC Holdings sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 3,514 shares — an estimated $165K sold.

TCTC Holdings first reported a position in SPSM in Q4 2023 and held it in 9 quarters. The position peaked at $165K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • TCTC Holdings reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 3,514 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $165K.
  • TCTC Holdings first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 9 quarters.
  • TCTC Holdings's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $165K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.