BWM
BCGM 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 | $2.54M | Sell |
59,530
-2,327
| -4% | -$99.1K | 0.72% | 47 |
|
|
2025
Q1 | $2.52M | Sell |
61,857
-2,742
| -4% | -$112K | 0.77% | 43 |
|
|
2024
Q4 | $2.9M | Sell |
64,599
-66
| -0.1% | -$2.97K | 0.92% | 35 |
|
|
2024
Q3 | $2.94M | Sell |
64,665
-1,336
| -2% | -$60.8K | 0.95% | 32 |
|
|
2024
Q2 | $2.74M | Sell |
66,001
-2,502
| -4% | -$104K | 0.95% | 31 |
|
|
2024
Q1 | $2.95M | Sell |
68,503
-109
| -0.2% | -$4.69K | 1.06% | 30 |
|
|
2023
Q4 | $2.89M | Sell |
68,612
-3,767
| -5% | -$159K | 1.18% | 24 |
|
|
2023
Q3 | $2.67M | Sell |
72,379
-130,140
| -64% | -$4.8M | 1.23% | 23 |
|
|
2023
Q2 | $7.87M | Buy |
202,519
+67,182
| +50% | +$2.61M | 3.46% | 7 |
|
|
2023
Q1 | $5.11M | Sell |
135,337
-9,878
| -7% | -$373K | 2.58% | 10 |
|
|
2022
Q4 | $5.37M | Buy |
145,215
+2,200
| +2% | +$81.3K | 2.61% | 11 |
|
|
2022
Q3 | $5.3M | Buy |
143,015
+6,364
| +5% | +$236K | 2.65% | 10 |
|
|
2022
Q2 | $5.41M | Buy |
136,651
+103,015
| +306% | +$4.08M | 2.75% | 9 |
|
|
2022
Q1 | $1.31M | Buy |
+33,636
| New | +$1.31M | 0.71% | 33 |
|