Thoroughbred Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Thoroughbred Financial Services’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 Q3	–	Sell	-5,744	Closed	-$244K	–	586
2025 Q2	$244K	Hold	5,744	–	–	0.02%	510
2025 Q1	$234K	Sell	5,744 -4,325	-43%	-$191K	0.01%	615
2024 Q4	$452K	Hold	10,069	–	–	0.03%	426
2024 Q3	$458K	Hold	10,069	–	–	0.03%	414
2024 Q2	$418K	Hold	10,069	–	–	0.03%	418
2024 Q1	$433K	Hold	10,069	–	–	0.04%	309
2023 Q4	$424K	Buy	10,069 +244	+2%	+$9.19K	0.03%	395
2023 Q3	$362K	Hold	9,825	–	–	0.04%	381
2023 Q2	$381K	Buy	+9,825	New	+$365K	0.05%	292

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.37T AUM 24.88% 1-Year Est. Return

Thoroughbred Financial Services's SPSM Position: Q3 2025 in Review

Thoroughbred Financial Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 5,744 shares — an estimated $244K sold.

Thoroughbred Financial Services first reported a position in SPSM in Q2 2023 and held it in 9 quarters. The position peaked at $458K in Q3 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Thoroughbred Financial Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 5,744 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $244K.
Thoroughbred Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 9 quarters.
Thoroughbred Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $458K in Q3 2024.
896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Thoroughbred Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.