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Investors Research Corp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Investors Research Corp’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 		– Sell
-87
Closed -$4.2K – 874
2026
Q1 		$4.2K Hold
87
– – ﹤0.01% 633
2025
Q4 		$4.08K Hold
87
– – ﹤0.01% 712
2025
Q3 		$4.03K Buy
+87
New +$3.9K ﹤0.01% 747

Other funds holding SPSM

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Investors Research Corp's SPSM Position: Q2 2026 in Review

Investors Research Corp sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 87 shares — an estimated $4.2K sold.

Investors Research Corp first reported a position in SPSM in Q3 2025 and held it in 3 quarters. The position peaked at $4.2K in Q1 2026. 329 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Investors Research Corp reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Investors Research Corp sold 87 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.2K.
  • Investors Research Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 3 quarters.
  • Investors Research Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.2K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.