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

Ironwood 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	$296K	Sell	5,248 -152	-3%	-$8.12K	0.05%	149
2026 Q1	$261K	Hold	5,400	–	–	0.05%	151
2025 Q4	$266K	Buy	5,400 +1	+0%	+$47	0.05%	147
2025 Q3	$250K	Hold	5,399	–	–	0.04%	153
2025 Q2	$220K	Hold	5,399	–	–	0.05%	150
2025 Q1	$220K	Buy	5,399 +255	+5%	+$11.2K	0.05%	150
2024 Q4	$231K	Buy	+5,144	New	+$239K	0.05%	147
2021 Q4	–	Sell	-58	Closed	-$2K	–	476
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	523
2021 Q2	$3K	Sell	58 -29	-33%	-$1.26K	﹤0.01%	484
2021 Q1	$4K	Hold	87	–	–	﹤0.01%	437
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	425
2020 Q3	$2K	Hold	87	–	–	﹤0.01%	398
2020 Q2	$2K	Buy	+87	New	+$2.14K	﹤0.01%	369

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

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Ironwood Financial's SPSM Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.8% in Q2 2026, selling an estimated $8.12K and leaving 5,248 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #149.

Ironwood Financial first reported a position in SPSM in Q2 2020 and has held it in 13 quarters since. 346 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Ironwood Financial held 5,248 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $296K as of Q2 2026.
Ironwood Financial sold 152 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.12K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #149 holding.
Ironwood Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 13 quarters since.
346 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.