Amplius Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $29.5M | Sell |
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|
2023
Q1 | $29.3M | Buy |
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|
2022
Q4 | $26.9M | Buy |
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