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

IHT 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 Q1	$13.2M	Buy	273,555 +21,040	+8%	+$1.04M	0.31%	71
2025 Q4	$11.8M	Sell	252,515 -8,818	-3%	-$411K	0.29%	73
2025 Q3	$12.1M	Buy	261,333 +9,633	+4%	+$432K	0.31%	70
2025 Q2	$10.7M	Sell	251,700 -22,123	-8%	-$892K	0.29%	78
2025 Q1	$11.2M	Sell	273,823 -129,178	-32%	-$5.69M	0.35%	65
2024 Q4	$18.1M	Buy	403,001 +9,299	+2%	+$433K	0.58%	28
2024 Q3	$17.9M	Buy	393,702 +8,246	+2%	+$362K	0.51%	33
2024 Q2	$16M	Sell	385,456 -18,085	-4%	-$754K	0.6%	26
2024 Q1	$17.4M	Sell	403,541 -20,484	-5%	-$847K	0.7%	21
2023 Q4	$17.9M	Sell	424,025 -22,830	-5%	-$860K	0.8%	18
2023 Q3	$16.5M	Sell	446,855 -13,388	-3%	-$521K	0.84%	20
2023 Q2	$17.9M	Buy	460,243 +43,617	+10%	+$1.62M	0.93%	18
2023 Q1	$15.7M	Buy	416,626 +151,542	+57%	+$5.92M	0.9%	19
2022 Q4	$9.8M	Buy	265,084 +6,043	+2%	+$226K	0.62%	29
2022 Q3	$8.82M	Buy	259,041 +38,960	+18%	+$1.47M	0.67%	21
2022 Q2	$7.92M	Sell	220,081 -22,764	-9%	-$884K	0.7%	21
2022 Q1	$10.2M	Sell	242,845 -39,832	-14%	-$1.68M	0.77%	19
2021 Q4	$12.6M	Buy	282,677 +41,111	+17%	+$1.83M	0.93%	17
2021 Q3	$10.3M	Sell	241,566 -21,700	-8%	-$930K	0.84%	17
2021 Q2	$11.6M	Buy	263,266 +45,872	+21%	+$1.99M	0.73%	24
2021 Q1	$9.19M	Buy	217,394 +72,311	+50%	+$2.95M	0.66%	27
2020 Q4	$5.19M	Buy	145,083 +11,417	+9%	+$366K	0.43%	44
2020 Q3	$3.66M	Buy	133,666 +33,605	+34%	+$937K	0.37%	56
2020 Q2	$2.66M	Buy	100,061 +76,308	+321%	+$1.87M	0.36%	61
2020 Q1	$519K	Buy	+23,753	New	+$689K	0.07%	278

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's SPSM Position: Q1 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.3% in Q1 2026, buying an estimated $1.04M and bringing the position to 273,555 shares worth $13.2M. The position accounts for 0.31% of the portfolio, ranked #71.

IHT Wealth Management first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.1M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

IHT Wealth Management held 273,555 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13.2M as of Q1 2026.
IHT Wealth Management bought 21,040 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.04M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.31% of IHT Wealth Management's portfolio in Q1 2026, its #71 holding.
IHT Wealth Management 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.
IHT Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $18.1M in Q4 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.