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

IFG Advisors’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	$2.57M	Buy	44,529 +418	+0.9%	+$22.3K	0.35%	38
2026 Q1	$2.13M	Sell	44,111 -1,847	-4%	-$91.4K	0.35%	37
2025 Q4	$2.15M	Sell	45,958 -152	-0.3%	-$7.09K	0.36%	36
2025 Q3	$2.14M	Sell	46,110 -616	-1%	-$27.6K	0.35%	35
2025 Q2	$1.99M	Sell	46,726 -3,236	-6%	-$130K	0.33%	38
2025 Q1	$2.04M	Sell	49,962 -690	-1%	-$30.4K	0.39%	33
2024 Q4	$2.28M	Sell	50,652 -2,263	-4%	-$105K	0.45%	31
2024 Q3	$2.41M	Sell	52,915 -4,417	-8%	-$194K	0.51%	29
2024 Q2	$2.38M	Sell	57,332 -661	-1%	-$27.5K	0.56%	28
2024 Q1	$2.5M	Sell	57,993 -976	-2%	-$40.3K	0.65%	23
2023 Q4	$2.49M	Sell	58,969 -3,932	-6%	-$148K	0.73%	23
2023 Q3	$2.32M	Sell	62,901 -12,288	-16%	-$479K	0.82%	23
2023 Q2	$2.92M	Buy	+75,189	New	+$2.79M	1.04%	19

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFG Advisors's SPSM Position: Q2 2026 in Review

IFG Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.95% in Q2 2026, buying an estimated $22.3K and bringing the position to 44,529 shares worth $2.57M. The position accounts for 0.35% of the portfolio, ranked #38.

IFG Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.92M in Q2 2023. 492 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

IFG Advisors held 44,529 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.57M as of Q2 2026.
IFG Advisors bought 418 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $22.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.35% of IFG Advisors's portfolio in Q2 2026, its #38 holding.
IFG Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
IFG Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.92M in Q2 2023.
492 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.