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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
Q2 		$644K Sell
11,161
-66
-0.6% -$3.52K 0.07% 117
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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPSM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.59% in Q2 2026, selling an estimated $3.52K and leaving 11,161 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #117.

Tennessee Valley Asset Management Partners first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.49M in Q4 2022. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 11,161 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $644K as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 66 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.52K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #117 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 17 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.
  • 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 Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.