BCS Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $412K | Hold |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $487K | Hold |
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|
2021
Q3 | $464K | Hold |
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|
2021
Q2 | $479K | Hold |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $289K | Buy |
|