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

Wealth Advisors of Iowa’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	$2.73M	Buy	56,580 +14,009	+33%	+$693K	0.85%	20
2025 Q4	$1.99M	Sell	42,571 -506	-1%	-$23.6K	0.66%	25
2025 Q3	$2M	Buy	43,077 +9,832	+30%	+$441K	0.68%	24
2025 Q2	$1.42M	Buy	33,245 +3,292	+11%	+$133K	0.53%	28
2025 Q1	$1.22M	Buy	29,953 +6,653	+29%	+$293K	0.52%	27
2024 Q4	$1.05M	Sell	23,300 -1,244	-5%	-$57.9K	0.53%	25
2024 Q3	$1.12M	Buy	+24,544	New	+$1.08M	0.57%	22
2024 Q2	–	Sell	-24,284	Closed	-$1.05M	–	66
2024 Q1	$1.05M	Sell	24,284 -580	-2%	-$24K	0.64%	19
2023 Q4	$1.05M	Sell	24,864 -241	-1%	-$9.08K	0.7%	19
2023 Q3	$926K	Buy	25,105 +771	+3%	+$30K	0.65%	20
2023 Q2	$945K	Sell	24,334 -134,179	-85%	-$4.99M	0.68%	17
2023 Q1	$5.99M	Buy	158,513 +136,428	+618%	+$5.33M	4.68%	6
2022 Q4	$816K	Buy	+22,085	New	+$827K	0.67%	16

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisors of Iowa's SPSM Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 33% in Q1 2026, buying an estimated $693K and bringing the position to 56,580 shares worth $2.73M. The position accounts for 0.85% of the portfolio, ranked #20.

Wealth Advisors of Iowa first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.99M in Q1 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Wealth Advisors of Iowa held 56,580 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.73M as of Q1 2026.
Wealth Advisors of Iowa bought 14,009 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $693K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.85% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #20 holding.
Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 13 quarters since.
Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.99M in Q1 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.