Bartlett & Co Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$71.4K	Hold
2025 Q2	$65.7K	Hold
2025 Q1	$62.9K	Hold
2024 Q4	$69.3K	Hold
2024 Q3	$70.2K	Hold
2024 Q2	$64K	Hold
2024 Q1	$66.4K	Hold
2023 Q4	$65.9K	Buy
2021 Q4	–	Sell
2021 Q3	$11K	Buy