BWM
BCS 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 | $471K | Sell |
11,045
-730
| -6% | -$31.1K | 0.1% | 161 |
|
|
2025
Q1 | $480K | Buy |
11,775
+50
| +0.4% | +$2.04K | 0.12% | 151 |
|
|
2024
Q4 | $527K | Buy |
11,725
+830
| +8% | +$37.3K | 0.13% | 140 |
|
|
2024
Q3 | $496K | Hold |
10,895
| – | – | 0.21% | 91 |
|
|
2024
Q2 | $452K | Hold |
10,895
| – | – | 0.22% | 94 |
|
|
2024
Q1 | $469K | Hold |
10,895
| – | – | 0.15% | 137 |
|
|
2023
Q4 | $460K | Hold |
10,895
| – | – | 0.17% | 125 |
|
|
2023
Q3 | $402K | Hold |
10,895
| – | – | 0.17% | 125 |
|
|
2023
Q2 | $423K | Hold |
10,895
| – | – | 0.31% | 67 |
|
|
2023
Q1 | $412K | Hold |
10,895
| – | – | 0.19% | 100 |
|
|
2022
Q4 | $403K | Hold |
10,895
| – | – | 0.17% | 121 |
|
|
2022
Q3 | $371K | Hold |
10,895
| – | – | 0.17% | 121 |
|
|
2022
Q2 | $392K | Hold |
10,895
| – | – | 0.17% | 111 |
|
|
2022
Q1 | $458K | Hold |
10,895
| – | – | 0.19% | 112 |
|
|
2021
Q4 | $487K | Hold |
10,895
| – | – | 0.17% | 110 |
|
|
2021
Q3 | $464K | Hold |
10,895
| – | – | 0.2% | 96 |
|
|
2021
Q2 | $479K | Hold |
10,895
| – | – | 0.25% | 80 |
|
|
2021
Q1 | $461K | Hold |
10,895
| – | – | 0.22% | 86 |
|
|
2020
Q4 | $390K | Hold |
10,895
| – | – | 0.2% | 89 |
|
|
2020
Q3 | $298K | Hold |
10,895
| – | – | 0.17% | 98 |
|
|
2020
Q2 | $289K | Buy |
+10,895
| New | +$289K | 0.17% | 97 |
|