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Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Tennessee Valley Asset Management Partners’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 		$542K Sell
11,227
-1,582
-12% -$78.3K 0.07% 110
2025
Q4 		$600K Buy
12,809
+1,466
+13% +$68.4K 0.08% 103
2025
Q3 		$525K Sell
11,343
-547
-5% -$24.5K 0.07% 107
2025
Q2 		$506K Sell
11,890
-4,386
-27% -$177K 0.13% 51
2025
Q1 		$663K Buy
16,276
+1,580
+11% +$69.6K 0.11% 87
2024
Q4 		$660K Buy
14,696
+5,065
+53% +$236K 0.11% 81
2024
Q3 		$438K Buy
9,631
+544
+6% +$23.9K 0.07% 101
2024
Q2 		$377K Buy
9,087
+63
+0.7% +$2.63K 0.07% 110
2024
Q1 		$388K Sell
9,024
-11,354
-56% -$469K 0.09% 88
2023
Q4 		$860K Buy
20,378
+12,088
+146% +$455K 0.12% 83
2023
Q3 		$306K Buy
8,290
+1,592
+24% +$62K 0.1% 86
2023
Q2 		$260K Sell
6,698
-23,619
-78% -$878K 0.08% 93
2023
Q1 		$1.15M Sell
30,317
-91,054
-75% -$3.55M 0.37% 34
2022
Q4 		$4.49M Buy
121,371
+72,694
+149% +$2.72M 1.56% 11
2022
Q3 		$1.66M Buy
48,677
+41,133
+545% +$1.56M 0.65% 22
2022
Q2 		$271K Buy
+7,544
New +$293K 0.1% 72

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

Tennessee Valley Asset Management Partners's SPSM Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q1 2026, selling an estimated $78.3K and leaving 11,227 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #110.

Tennessee Valley Asset Management Partners first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.49M in Q4 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 11,227 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $542K as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 1,582 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $78.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #110 holding.
  • Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Tennessee Valley Asset Management Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.49M in Q4 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.