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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

International Private Wealth Advisors's SPSM Position: Q1 2026 in Review

International Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q1 2026, selling an estimated $164K and leaving 18,349 shares worth $887K. The position accounts for 0.54% of the portfolio, ranked #42.

International Private Wealth Advisors first reported a position in SPSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • International Private Wealth Advisors held 18,349 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $887K as of Q1 2026.
  • International Private Wealth Advisors sold 3,306 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $164K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.54% of International Private Wealth Advisors's portfolio in Q1 2026, its #42 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 9 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.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.