Intrua Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Intrua Financial’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	$1.1M	Sell	19,123 -4,663	-20%	-$249K	0.1%	149
2026 Q1	$1.15M	Sell	23,786 -1,518	-6%	-$75.1K	0.12%	137
2025 Q4	$1.19M	Sell	25,304 -586	-2%	-$27.3K	0.13%	130
2025 Q3	$1.2M	Buy	25,890 +19,358	+296%	+$868K	0.13%	126
2025 Q2	$278K	Buy	6,532 +989	+18%	+$39.9K	0.04%	298
2025 Q1	$226K	Sell	5,543 -346	-6%	-$15.2K	0.03%	340
2024 Q4	$265K	Sell	5,889 -1,784	-23%	-$83K	0.04%	295
2024 Q3	$349K	Buy	7,673 +267	+4%	+$11.7K	0.05%	284
2024 Q2	$308K	Sell	7,406 -19,047	-72%	-$794K	0.05%	297
2024 Q1	$1.14M	Buy	26,453 +18,463	+231%	+$763K	0.16%	120
2023 Q4	$337K	Sell	7,990 -16,206	-67%	-$611K	0.05%	296
2023 Q3	$893K	Buy	24,196 +7,282	+43%	+$284K	0.15%	132
2023 Q2	$657K	Buy	+16,914	New	+$629K	0.11%	163
2023 Q1	–	Sell	-7,207	Closed	-$278K	–	353
2022 Q4	$278K	Buy	+7,207	New	+$270K	0.06%	263
2020 Q4	–	Sell	-8,471	Closed	-$270K	–	213
2020 Q3	$270K	Buy	+8,471	New	+$236K	0.13%	156

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Intrua Financial's SPSM Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 20% in Q2 2026, selling an estimated $249K and leaving 19,123 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #149.

Intrua Financial first reported a position in SPSM in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2025. 572 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Intrua Financial held 19,123 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.1M as of Q2 2026.
Intrua Financial sold 4,663 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $249K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #149 holding.
Intrua Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 15 quarters since.
Intrua Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.2M in Q3 2025.
572 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.