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IEQ Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

IEQ 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 		$350K Sell
7,242
-5,698
-44% -$282K ﹤0.01% 1453
2025
Q4 		$606K Buy
12,940
+7,610
+143% +$355K ﹤0.01% 1241
2025
Q3 		$247K Buy
+5,330
New +$239K ﹤0.01% 1600
2025
Q2 		– Sell
-22,804
Closed -$930K – 1984
2025
Q1 		$930K Buy
+22,804
New +$1M 0.01% 777

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

IEQ Capital's SPSM Position: Q1 2026 in Review

IEQ Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 44% in Q1 2026, selling an estimated $282K and leaving 7,242 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

IEQ Capital first reported a position in SPSM in Q1 2025 and has held it in 4 quarters since. The position peaked at $930K in Q1 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • IEQ Capital held 7,242 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $350K as of Q1 2026.
  • IEQ Capital sold 5,698 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $282K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1453 holding.
  • IEQ Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • IEQ Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $930K in Q1 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.