IMA Advisory Services’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
$490K Buy
8,498
+7,053
+488% +$377K 0.03% 233
2026
Q1
$69.8K Hold
1,445
0.01% 230
2025
Q4
$67.7K Hold
1,445
0.01% 232
2025
Q3
$66.9K Sell
1,445
-250
-15% -$11.2K 0.01% 223
2025
Q2
$72.2K Sell
1,695
-19,798
-92% -$798K 0.01% 205
2025
Q1
$876K Sell
21,493
-104,357
-83% -$4.6M 0.1% 124
2024
Q4
$5.65M Buy
+125,850
New +$5.85M 0.68% 31

Other funds holding SPSM

IMA Advisory Services's SPSM Position: Q2 2026 in Review

IMA Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 488% in Q2 2026, buying an estimated $377K and bringing the position to 8,498 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #233.

IMA Advisory Services first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.65M in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • IMA Advisory Services held 8,498 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $490K as of Q2 2026.
  • IMA Advisory Services bought 7,053 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $377K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #233 holding.
  • IMA Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • IMA Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.65M 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.