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

Iams Wealth Management’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	–	Sell	-11,454	Closed	-$554K	–	201
2026 Q1	$554K	Sell	11,454 -406	-3%	-$20.1K	0.19%	133
2025 Q4	$556K	Sell	11,860 -5,107	-30%	-$238K	0.2%	119
2025 Q3	$786K	Buy	16,967 +7,676	+83%	+$344K	0.32%	89
2025 Q2	$396K	Buy	9,291 +4,178	+82%	+$168K	0.18%	124
2025 Q1	$208K	Sell	5,113 -5,580	-52%	-$246K	0.1%	154
2024 Q4	$480K	Buy	10,693 +1,804	+20%	+$83.9K	0.22%	111
2024 Q3	$405K	Buy	8,889 +1,435	+19%	+$63K	0.2%	108
2024 Q2	$310K	Buy	+7,454	New	+$311K	0.17%	117

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

Iams Wealth Management's SPSM Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 11,454 shares — an estimated $554K sold.

Iams Wealth Management first reported a position in SPSM in Q2 2024 and held it in 8 quarters. The position peaked at $786K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Iams Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Iams Wealth Management sold 11,454 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $554K.
Iams Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 8 quarters.
Iams Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $786K in Q3 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.