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

Integrity Wealth Solutions’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 Q1	$923K	Buy	19,109 +413	+2%	+$20.4K	0.36%	56
2025 Q4	$876K	Buy	18,696 +80	+0.4%	+$3.73K	0.35%	58
2025 Q3	$862K	Sell	18,616 -8,173	-31%	-$366K	0.38%	55
2025 Q2	$1.14M	Sell	26,789 -1,388	-5%	-$56K	0.56%	43
2025 Q1	$1.15M	Sell	28,177 -1,392	-5%	-$61.3K	0.62%	44
2024 Q4	$1.33M	Sell	29,569 -117	-0.4%	-$5.44K	0.74%	41
2024 Q3	$1.35M	Sell	29,686 -3,521	-11%	-$155K	0.79%	39
2024 Q2	$1.38M	Sell	33,207 -784	-2%	-$32.7K	0.9%	37
2024 Q1	$1.46M	Sell	33,991 -543	-2%	-$22.4K	0.96%	36
2023 Q4	$1.46M	Buy	+34,534	New	+$1.3M	1.01%	37

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Wealth Solutions's SPSM Position: Q1 2026 in Review

Integrity Wealth Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q1 2026, buying an estimated $20.4K and bringing the position to 19,109 shares worth $923K. The position accounts for 0.36% of the portfolio, ranked #56.

Integrity Wealth Solutions first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Integrity Wealth Solutions held 19,109 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $923K as of Q1 2026.
Integrity Wealth Solutions bought 413 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $20.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of Integrity Wealth Solutions's portfolio in Q1 2026, its #56 holding.
Integrity Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Integrity Wealth Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.46M in Q1 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.