Angeles Wealth Management’s State Street 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 Q4	–	Sell	-5,543	Closed	-$257K	–	487
2025 Q3	$257K	Hold	5,543	–	–	0.02%	285
2025 Q2	$236K	Sell	5,543 -260	-4%	-$10.5K	0.02%	298
2025 Q1	$237K	Buy	5,803 +197	+4%	+$8.68K	0.02%	260
2024 Q4	$252K	Buy	5,606 +247	+5%	+$11.5K	0.02%	249
2024 Q3	$244K	Hold	5,359	–	–	0.02%	236
2024 Q2	$223K	Hold	5,359	–	–	0.02%	218
2024 Q1	$231K	Hold	5,359	–	–	0.02%	199
2023 Q4	$226K	Buy	5,359 +260	+5%	+$9.8K	0.03%	185
2023 Q3	$188K	Hold	5,099	–	–	0.03%	170
2023 Q2	$198K	Hold	5,099	–	–	0.03%	179
2023 Q1	$193K	Hold	5,099	–	–	0.03%	172
2022 Q4	$189K	Hold	5,099	–	–	0.03%	173
2022 Q3	$174K	Hold	5,099	–	–	0.03%	169
2022 Q2	$183K	Buy	+5,099	New	+$198K	0.04%	163