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

IMG 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 Q2	$50.1K	Hold	869	–	–	0.03%	186
2026 Q1	$42K	Hold	869	–	–	0.03%	186
2025 Q4	$40.7K	Hold	869	–	–	0.03%	179
2025 Q3	$40.3K	Sell	869 -23	-3%	-$1.03K	0.03%	159
2025 Q2	$38K	Buy	892 +23	+3%	+$927	0.03%	160
2025 Q1	$35.4K	Sell	869 -139	-14%	-$6.12K	0.03%	166
2024 Q4	$45.3K	Buy	+1,008	New	+$46.9K	0.04%	145

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IMG Wealth Management's SPSM Position: Q2 2026 in Review

IMG Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 869 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #186.

IMG Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

IMG Wealth Management held 869 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $50.1K as of Q2 2026.
IMG Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #186 holding.
IMG Wealth Management 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.
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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.