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Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ironwood Wealth Management (Arizona)’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
Q1 		$2.59M Sell
53,519
-1,808
-3% -$89.5K 0.74% 16
2025
Q4 		$2.59M Sell
55,327
-574
-1% -$26.8K 0.76% 17
2025
Q3 		$2.59M Sell
55,901
-2,535
-4% -$114K 0.87% 16
2025
Q2 		$2.49M Sell
58,436
-48,025
-45% -$1.94M 0.91% 16
2025
Q1 		$4.34M Sell
106,461
-12,231
-10% -$539K 1.33% 13
2024
Q4 		$5.33M Sell
118,692
-10,171
-8% -$473K 1.65% 12
2024
Q3 		$5.86M Sell
128,863
-520
-0.4% -$22.8K 1.76% 12
2024
Q2 		$5.37M Buy
129,383
+5,431
+4% +$226K 1.75% 12
2024
Q1 		$5.33M Sell
123,952
-2,399
-2% -$99.2K 1.73% 12
2023
Q4 		$5.33M Sell
126,351
-3,134
-2% -$118K 1.78% 12
2023
Q3 		$4.78M Sell
129,485
-39,682
-23% -$1.55M 1.95% 12
2023
Q2 		$6.57M Buy
169,167
+153,218
+961% +$5.69M 2.45% 10
2023
Q1 		$602K Sell
15,949
-2,302
-13% -$89.9K 0.24% 28
2022
Q4 		$675K Buy
18,251
+15,797
+644% +$592K 0.28% 27
2022
Q3 		$88K Hold
2,454
– – 0.04% 39
2022
Q2 		$88K Buy
2,454
+2,382
+3,308% +$92.5K 0.04% 39
2022
Q1 		$3K Sell
72
-362
-83% -$15.2K ﹤0.01% 53
2021
Q4 		$19K Hold
434
– – 0.01% 42
2021
Q3 		$18K Hold
434
– – 0.01% 42
2021
Q2 		$19K Buy
434
+96
+28% +$4.17K 0.01% 42
2021
Q1 		$14K Hold
338
– – 0.01% 42
2020
Q4 		$12K Sell
338
-377
-53% -$12.1K 0.01% 43
2020
Q3 		$19K Hold
715
– – 0.01% 36
2020
Q2 		$19K Sell
715
-1,575
-69% -$38.7K 0.01% 36
2020
Q1 		$50K Sell
2,290
-16,099
-88% -$467K 0.04% 33
2019
Q4 		$600K Sell
18,389
-287
-2% -$8.96K 0.42% 24
2019
Q3 		$560K Buy
18,676
+2,961
+19% +$89.3K 0.42% 25
2019
Q2 		$482K Sell
15,715
-4
-0% -$122 0.37% 23
2019
Q1 		$475K Buy
15,719
+393
+3% +$11.7K 0.41% 23
2018
Q4 		$404K Buy
15,326
+15,004
+4,660% +$443K 0.39% 23
2018
Q3 		$11K Buy
322
+135
+72% +$4.5K 0.01% 48
2018
Q2 		$6K Buy
+187
New +$5.89K 0.01% 53

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SPSM Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.3% in Q1 2026, selling an estimated $89.5K and leaving 53,519 shares worth $2.59M. The position accounts for 0.74% of the portfolio, ranked #16.

Ironwood Wealth Management (Arizona) first reported a position in SPSM in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.57M in Q2 2023. 1,000 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ironwood Wealth Management (Arizona) held 53,519 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.59M as of Q1 2026.
  • Ironwood Wealth Management (Arizona) sold 1,808 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $89.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.74% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #16 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.57M in Q2 2023.
  • 1,000 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.