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

Impact Partnership Wealth’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	$18.8M	Sell	326,161 -177,531	-35%	-$9.48M	1.83%	12
2026 Q1	$24.3M	Buy	503,692 +198,030	+65%	+$9.8M	3.01%	9
2025 Q4	$14.3M	Buy	305,662 +23,008	+8%	+$1.07M	1.84%	14
2025 Q3	$13.1M	Sell	282,654 -102,359	-27%	-$4.59M	1.95%	12
2025 Q2	$16.4M	Buy	385,013 +34,329	+10%	+$1.38M	3.02%	10
2025 Q1	$14.3M	Buy	350,684 +89,075	+34%	+$3.92M	3.05%	9
2024 Q4	$11.8M	Buy	261,609 +16,244	+7%	+$756K	2.37%	9
2024 Q3	$11.2M	Buy	245,365 +78,073	+47%	+$3.43M	2.52%	11
2024 Q2	$6.95M	Buy	167,292 +25,397	+18%	+$1.06M	1.83%	12
2024 Q1	$6.11M	Sell	141,895 -5,258	-4%	-$217K	2.42%	8
2023 Q4	$6.21M	Buy	147,153 +147,067	+171,008%	+$5.54M	2.27%	11
2023 Q3	$3.17K	Sell	86 -2,168	-96%	-$84.4K	﹤0.01%	758
2023 Q2	$87.5K	Buy	+2,254	New	+$83.8K	0.03%	201

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

Impact Partnership Wealth's SPSM Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 35% in Q2 2026, selling an estimated $9.48M and leaving 326,161 shares worth $18.8M. The position accounts for 1.83% of the portfolio, ranked #12.

Impact Partnership Wealth first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.3M in Q1 2026. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Impact Partnership Wealth held 326,161 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.8M as of Q2 2026.
Impact Partnership Wealth sold 177,531 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $9.48M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.83% of Impact Partnership Wealth's portfolio in Q2 2026, its #12 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $24.3M in Q1 2026.
1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.