Asset Dedication LLC’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 | $11.9K | Buy |
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|
2025
Q1 | $5.3K | Hold |
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|
2024
Q4 | $5.84K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $55K | Sell |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $25K | Buy |
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