AWM
Adams 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
Q1 | $920K | Buy |
22,567
+8,464
| +60% | +$345K | 0.18% | 73 |
|
|
2024
Q4 | $634K | Buy |
14,103
+574
| +4% | +$25.8K | 0.12% | 85 |
|
|
2024
Q3 | $616K | Sell |
13,529
-15
| -0.1% | -$683 | 0.13% | 77 |
|
|
2024
Q2 | $562K | Buy |
13,544
+1,427
| +12% | +$59.3K | 0.13% | 76 |
|
|
2024
Q1 | $522K | Buy |
+12,117
| New | +$522K | 0.13% | 80 |
|
|
2023
Q3 | – | Sell |
-8,192
| Closed | -$318K | – | 100 |
|
|
2023
Q2 | $318K | Sell |
8,192
-5,427
| -40% | -$211K | 0.1% | 84 |
|
|
2023
Q1 | $514K | Buy |
+13,619
| New | +$514K | 0.17% | 81 |
|