Baker Tilly Wealth Management’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
Q3
$317K Buy
2025
Q2
$246K Sell
2025
Q1
$326K Sell
2024
Q4
$385K Buy
2024
Q3
$274K Buy
2024
Q2
$246K Sell
2024
Q1
$301K Sell
2023
Q4
$504K Buy
2023
Q3
Sell
2023
Q2
$647K Sell
2023
Q1
$729K Buy