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 Q2	$4.19M	Buy	72,714 +16,134	+29%	+$861K	1.14%	18
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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Advisors of Iowa's SPSM Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 29% in Q2 2026, buying an estimated $861K and bringing the position to 72,714 shares worth $4.19M. The position accounts for 1.14% of the portfolio, ranked #18.

Wealth Advisors of Iowa first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q1 2023. 1,058 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Wealth Advisors of Iowa held 72,714 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.19M as of Q2 2026.
Wealth Advisors of Iowa bought 16,134 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $861K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.14% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #18 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 14 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.
1,058 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.