BTWM
Baker Tilly 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 | $246K | Sell |
5,777
-2,223
| -28% | -$94.7K | 0.09% | 209 |
|
|
2025
Q1 | $326K | Sell |
8,000
-560
| -7% | -$22.8K | 0.13% | 172 |
|
|
2024
Q4 | $385K | Buy |
8,560
+2,529
| +42% | +$114K | 0.15% | 153 |
|
|
2024
Q3 | $274K | Buy |
6,031
+102
| +2% | +$4.64K | 0.12% | 190 |
|
|
2024
Q2 | $246K | Sell |
5,929
-1,064
| -15% | -$44.2K | 0.1% | 229 |
|
|
2024
Q1 | $301K | Sell |
6,993
-4,952
| -41% | -$213K | 0.05% | 344 |
|
|
2023
Q4 | $504K | Buy |
+11,945
| New | +$504K | 0.08% | 276 |
|
|
2023
Q3 | – | Sell |
-16,648
| Closed | -$647K | – | 536 |
|
|
2023
Q2 | $647K | Sell |
16,648
-2,656
| -14% | -$103K | 0.07% | 281 |
|
|
2023
Q1 | $729K | Buy |
+19,304
| New | +$729K | 0.08% | 250 |
|