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 Q2	$1.44M	Buy	24,925 +5,816	+30%	+$311K	0.53%	49
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 $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

Integrity Wealth Solutions's SPSM Position: Q2 2026 in Review

Integrity Wealth Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 30% in Q2 2026, buying an estimated $311K and bringing the position to 24,925 shares worth $1.44M. The position accounts for 0.53% of the portfolio, ranked #49.

Integrity Wealth Solutions first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Integrity Wealth Solutions held 24,925 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.44M as of Q2 2026.
Integrity Wealth Solutions bought 5,816 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $311K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.53% of Integrity Wealth Solutions's portfolio in Q2 2026, its #49 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 11 quarters since.
Integrity Wealth Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.46M in Q1 2024.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.