IAG Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

IAG Wealth 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	$7.92M	Buy	137,417 +2,126	+2%	+$114K	0.78%	33
2026 Q1	$6.54M	Buy	135,291 +4,216	+3%	+$209K	0.73%	33
2025 Q4	$6.14M	Buy	131,075 +5,526	+4%	+$258K	0.71%	33
2025 Q3	$5.82M	Buy	125,549 +4,640	+4%	+$208K	0.7%	33
2025 Q2	$5.15M	Buy	120,909 +1,092	+0.9%	+$44K	0.68%	33
2025 Q1	$4.88M	Buy	119,817 +13,405	+13%	+$591K	0.76%	28
2024 Q4	$4.78M	Sell	106,412 -420	-0.4%	-$19.5K	0.84%	28
2024 Q3	$4.86M	Buy	106,832 +9,522	+10%	+$418K	0.9%	28
2024 Q2	$4.04M	Buy	97,310 +6,967	+8%	+$290K	0.81%	30
2024 Q1	$3.89M	Buy	90,343 +7,645	+9%	+$316K	0.84%	28
2023 Q4	$3.49M	Buy	82,698 +6,429	+8%	+$242K	0.8%	28
2023 Q3	$2.81M	Sell	76,269 -5,527	-7%	-$215K	0.78%	25
2023 Q2	$3.18M	Buy	81,796 +8,913	+12%	+$331K	0.84%	26
2023 Q1	$2.75M	Sell	72,883 -2,394	-3%	-$93.5K	0.76%	27
2022 Q4	$2.78M	Sell	75,277 -4,154	-5%	-$156K	0.82%	25
2022 Q3	$2.71M	Sell	79,431 -1,823	-2%	-$69K	0.9%	24
2022 Q2	$2.92M	Buy	81,254 +9,748	+14%	+$378K	0.96%	22
2022 Q1	$3.01M	Sell	71,506 -173	-0.2%	-$7.28K	0.95%	20
2021 Q4	$3.2M	Sell	71,679 -564	-0.8%	-$25.1K	1.03%	19
2021 Q3	$3.08M	Buy	72,243 +31	+0%	+$1.33K	1.1%	19
2021 Q2	$3.17M	Sell	72,212 -6,663	-8%	-$289K	1.14%	19
2021 Q1	$3.33M	Sell	78,875 -6,497	-8%	-$265K	1.27%	19
2020 Q4	$3.06M	Sell	85,372 -3,953	-4%	-$127K	1.25%	19
2020 Q3	$2.45M	Sell	89,325 -1,811	-2%	-$50.5K	1.13%	19
2020 Q2	$2.42M	Buy	91,136 +60,307	+196%	+$1.48M	1.17%	18
2020 Q1	$674K	Buy	+30,829	New	+$894K	0.45%	30

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAG Wealth Partners's SPSM Position: Q2 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, buying an estimated $114K and bringing the position to 137,417 shares worth $7.92M. The position accounts for 0.78% of the portfolio, ranked #33.

IAG Wealth Partners first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

IAG Wealth Partners held 137,417 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.92M as of Q2 2026.
IAG Wealth Partners bought 2,126 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.78% of IAG Wealth Partners's portfolio in Q2 2026, its #33 holding.
IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.