Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TC
Truvestments Capital’s
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
Stock Holding History
Truvestments Capital’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
$532
Hold
11
–
–
﹤0.01%
1087
2025
Q4
$515
Sell
11
-264
-96%
-$12.3K
﹤0.01%
950
2025
Q3
$12.7K
Buy
275
+265
+2,650%
+$11.9K
﹤0.01%
676
2025
Q2
$426
Hold
10
–
–
﹤0.01%
902
2025
Q1
$408
Sell
10
-50
-83%
-$2.2K
﹤0.01%
969
2024
Q4
$2.69K
Buy
+60
New
+$2.79K
﹤0.01%
792
2023
Q1
–
Sell
-473
Closed
-$17.5K
–
909
2022
Q4
$17.5K
Hold
473
–
–
0.01%
398
2022
Q3
$16K
Hold
473
–
–
0.01%
364
2022
Q2
$17K
Buy
+473
New
+$18.4K
0.01%
359
2022
Q1
–
Sell
-481
Closed
-$21K
–
494
2021
Q4
$21K
Sell
481
-11
-2%
-$489
0.01%
342
2021
Q3
$21K
Hold
492
–
–
0.01%
315
2021
Q2
$22K
Hold
492
–
–
0.01%
315
2021
Q1
$21K
Hold
492
–
–
0.01%
368
2020
Q4
$17K
Buy
+492
New
+$15.8K
0.01%
378
Other funds holding SPSM
LPL Financial
San Diego, California
$376B 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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
$6.83B AUM
12.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close