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

Institute for 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	$4.09K	Buy	+71	New	+$3.79K	﹤0.01%	1482
2020 Q1	–	Sell	-5,177	Closed	-$169K	–	645
2019 Q4	$169K	Buy	+5,177	New	+$162K	0.04%	435

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 22.9% 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

Institute for Wealth Management's SPSM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 71 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SPSM as recently as Q4 2019.

Institute for Wealth Management first reported a position in SPSM in Q4 2019 and has held it in 2 quarters since. The position peaked at $169K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Institute for Wealth Management held 71 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.09K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1482 holding.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $169K in Q4 2019.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.