Axxcess Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
53,477
+24,518
| +85% | +$1.04M | 0.05% | 261 |
|
|
2025
Q1 | $1.18M | Sell |
28,959
-32,109
| -53% | -$1.31M | 0.03% | 351 |
|
|
2024
Q4 | $2.74M | Sell |
61,068
-7,134
| -10% | -$320K | 0.07% | 214 |
|
|
2024
Q3 | $3.1M | Sell |
68,202
-9,864
| -13% | -$449K | 0.08% | 195 |
|
|
2024
Q2 | $3.24M | Buy |
78,066
+20,118
| +35% | +$836K | 0.09% | 182 |
|
|
2024
Q1 | $2.49M | Buy |
57,948
+5,931
| +11% | +$255K | 0.07% | 216 |
|
|
2023
Q4 | $2.19M | Sell |
52,017
-11,038
| -18% | -$466K | 0.06% | 232 |
|
|
2023
Q3 | $2.33M | Buy |
63,055
+32,784
| +108% | +$1.21M | 0.08% | 184 |
|
|
2023
Q2 | $1.18M | Sell |
30,271
-8,848
| -23% | -$344K | 0.09% | 201 |
|
|
2023
Q1 | $1.48M | Buy |
39,119
+31,653
| +424% | +$1.2M | 0.11% | 170 |
|
|
2022
Q4 | $276K | Sell |
7,466
-15,857
| -68% | -$586K | 0.02% | 467 |
|
|
2022
Q3 | $794K | Sell |
23,323
-11,645
| -33% | -$396K | 0.08% | 226 |
|
|
2022
Q2 | $1.26M | Buy |
34,968
+17,205
| +97% | +$619K | 0.12% | 157 |
|
|
2022
Q1 | $747K | Buy |
17,763
+5,227
| +42% | +$220K | 0.06% | 271 |
|
|
2021
Q4 | $560K | Buy |
+12,536
| New | +$560K | 0.04% | 330 |
|