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

Independent Wealth Network’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	$703K	Sell	12,186 -675	-5%	-$36K	0.18%	144
2026 Q1	$621K	Buy	12,861 +4,162	+48%	+$206K	0.18%	138
2025 Q4	$408K	Buy	8,699 +99	+1%	+$4.62K	0.12%	175
2025 Q3	$398K	Buy	8,600 +39	+0.5%	+$1.75K	0.13%	179
2025 Q2	$365K	Buy	8,561 +248	+3%	+$10K	0.13%	174
2025 Q1	$339K	Buy	8,313 +342	+4%	+$15.1K	0.14%	167
2024 Q4	$358K	Buy	7,971 +422	+6%	+$19.6K	0.15%	156
2024 Q3	$344K	Sell	7,549 -262	-3%	-$11.5K	0.15%	153
2024 Q2	$324K	Sell	7,811 -187	-2%	-$7.79K	0.15%	157
2024 Q1	$344K	Buy	7,998 +492	+7%	+$20.3K	0.16%	152
2023 Q4	$317K	Sell	7,506 -81	-1%	-$3.05K	0.17%	146
2023 Q3	$280K	Sell	7,587 -236	-3%	-$9.19K	0.17%	146
2023 Q2	$304K	Buy	7,823 +1,490	+24%	+$55.4K	0.18%	148
2023 Q1	$239K	Buy	6,333 +406	+7%	+$15.9K	0.15%	156
2022 Q4	$219K	Buy	+5,927	New	+$222K	0.15%	163
2022 Q3	–	Sell	-5,564	Closed	-$200K	–	194
2022 Q2	$200K	Buy	+5,564	New	+$216K	0.14%	173

Other funds holding SPSM

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Independent Wealth Network's SPSM Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.2% in Q2 2026, selling an estimated $36K and leaving 12,186 shares worth $703K. The position accounts for 0.18% of the portfolio, ranked #144.

Independent Wealth Network first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. 290 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Independent Wealth Network held 12,186 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $703K as of Q2 2026.
Independent Wealth Network sold 675 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $36K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #144 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.