4WM
49 Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
6,693
-107,121
| -94% | -$4.56M | 0.03% | 139 |
|
|
2025
Q1 | $4.64M | Sell |
113,814
-777,088
| -87% | -$31.7M | 0.56% | 29 |
|
|
2024
Q4 | $40M | Buy |
890,902
+184,865
| +26% | +$8.3M | 5.7% | 6 |
|
|
2024
Q3 | $32.1M | Buy |
+706,037
| New | +$32.1M | 5.23% | 6 |
|