Angeles Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
5,543
-260
| -4% | -$11.1K | 0.02% | 298 |
|
|
2025
Q1 | $237K | Buy |
5,803
+197
| +4% | +$8.03K | 0.02% | 260 |
|
|
2024
Q4 | $252K | Buy |
5,606
+247
| +5% | +$11.1K | 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% | +$11K | 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 | +$183K | 0.04% | 163 |
|