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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
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
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

IAG Wealth Partners's SPSM Position: Q1 2026 in Review

IAG Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q1 2026, buying an estimated $209K and bringing the position to 135,291 shares worth $6.54M. The position accounts for 0.73% of the portfolio, ranked #33.

IAG Wealth Partners first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • IAG Wealth Partners held 135,291 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.54M as of Q1 2026.
  • IAG Wealth Partners bought 4,216 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $209K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.73% of IAG Wealth Partners's portfolio in Q1 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 25 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.