International Private Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

International Private Wealth Advisors’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	$999K	Sell	17,319 -1,030	-6%	-$55K	0.51%	45
2026 Q1	$887K	Sell	18,349 -3,306	-15%	-$164K	0.54%	42
2025 Q4	$1.01M	Sell	21,655 -3,928	-15%	-$183K	0.64%	46
2025 Q3	$1.19M	Buy	25,583 +11,962	+88%	+$536K	0.75%	39
2025 Q2	$580K	Buy	13,621 +5,493	+68%	+$222K	0.5%	46
2025 Q1	$331K	Sell	8,128 -5,494	-40%	-$242K	0.32%	96
2024 Q4	$612K	Buy	13,622 +1,494	+12%	+$69.5K	0.61%	38
2024 Q3	$552K	Buy	12,128 +4,928	+68%	+$217K	0.81%	25
2024 Q2	$299K	Buy	+7,200	New	+$300K	0.5%	69
2024 Q1	–	Sell	-8,945	Closed	-$377K	–	133
2023 Q4	$377K	Buy	+8,945	New	+$337K	0.37%	47

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

International Private Wealth Advisors's SPSM Position: Q2 2026 in Review

International Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q2 2026, selling an estimated $55K and leaving 17,319 shares worth $999K. The position accounts for 0.51% of the portfolio, ranked #45.

International Private Wealth Advisors first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

International Private Wealth Advisors held 17,319 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $999K as of Q2 2026.
International Private Wealth Advisors sold 1,030 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $55K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.51% of International Private Wealth Advisors's portfolio in Q2 2026, its #45 holding.
International Private Wealth Advisors 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.
International Private Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.19M in Q3 2025.
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 International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.