Arete 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 | $958K | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $7.25M | Buy |
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|
2022
Q4 | $6.45B | Buy |
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|
2022
Q3 | $5.66M | Sell |
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|
2022
Q2 | $6.15M | Sell |
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|
2022
Q1 | $8.01M | Buy |
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|
2021
Q4 | $7.34M | Buy |
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|
2021
Q3 | $5.91M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $3.63M | Buy |
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|
2020
Q4 | $2.77M | Buy |
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|
2020
Q3 | $1.99M | Sell |
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|
2020
Q2 | $2.55M | Buy |
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|
2020
Q1 | $547K | Sell |
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|
2019
Q4 | $2.09M | Buy |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $5.65M | Sell |
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|
2018
Q3 | $7.73M | Buy |
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|
2018
Q2 | $7.17M | Buy |
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|
2018
Q1 | $275K | Buy |
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