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 Q3	$45.9K	Hold	869	–	–	0.02%	195
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

IMG Wealth Management's SPSM Position: Q3 2026 in Review

IMG Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 869 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #195.

IMG Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $50.1K in Q2 2026. 368 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

IMG Wealth Management held 869 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $45.9K as of Q3 2026.
IMG Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of IMG Wealth Management's portfolio in Q3 2026, its #195 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 8 quarters since.
IMG Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $50.1K in Q2 2026.
368 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.