Bartlett & Co 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 | $65.7K | Hold |
1,542
| – | – | ﹤0.01% | 617 |
|
|
2025
Q1 | $62.9K | Hold |
1,542
| – | – | ﹤0.01% | 611 |
|
|
2024
Q4 | $69.3K | Hold |
1,542
| – | – | ﹤0.01% | 594 |
|
|
2024
Q3 | $70.2K | Hold |
1,542
| – | – | ﹤0.01% | 600 |
|
|
2024
Q2 | $64K | Hold |
1,542
| – | – | ﹤0.01% | 615 |
|
|
2024
Q1 | $66.4K | Hold |
1,542
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $65.9K | Buy |
+1,542
| New | +$65.9K | ﹤0.01% | 646 |
|
|
2021
Q4 | – | Sell |
-258
| Closed | -$11K | – | 814 |
|
|
2021
Q3 | $11K | Buy |
+258
| New | +$11K | ﹤0.01% | 687 |
|