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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Buy
+5,729
New +$306K 0.01% 717
2026
Q1
Sell
-24,714
Closed -$1.16M 798
2025
Q4
$1.16M Buy
24,714
+1,342
+6% +$62.6K 0.05% 335
2025
Q3
$1.08M Sell
23,372
-13,730
-37% -$616K 0.05% 344
2025
Q2
$1.58M Sell
37,102
-6,456
-15% -$260K 0.08% 261
2025
Q1
$1.78M Buy
43,558
+3,838
+10% +$169K 0.1% 230
2024
Q4
$1.78M Buy
39,720
+1,316
+3% +$61.2K 0.1% 216
2024
Q3
$1.75M Buy
38,404
+4,447
+13% +$195K 0.11% 214
2024
Q2
$1.41M Buy
33,957
+22,107
+187% +$921K 0.09% 239
2024
Q1
$510K Buy
+11,850
New +$490K 0.04% 311
2018
Q4
Sell
-6,316
Closed -$201K 365
2018
Q3
$201K Buy
+6,316
New +$210K 0.04% 364

Other funds holding SPSM

IFG Advisory's SPSM Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 5,729 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPSM as recently as Q4 2025.

IFG Advisory first reported a position in SPSM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.78M in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • IFG Advisory held 5,729 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $330K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #717 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 10 quarters since.
  • IFG Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.78M in Q4 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.