Beaumont Financial Advisors’s State Street 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
2026 Q1	$272K	Buy	5,624 +327	+6%	+$16.2K	0.02%	311
2025 Q4	$248K	Sell	5,297 -92	-2%	-$4.29K	0.02%	326
2025 Q3	$250K	Sell	5,389 -88	-2%	-$3.95K	0.02%	350
2025 Q2	$233K	Buy	+5,477	New	+$221K	0.02%	340
2025 Q1	–	Sell	-4,725	Closed	-$212K	–	383
2024 Q4	$212K	Sell	4,725 -1,754	-27%	-$81.6K	0.02%	348
2024 Q3	$295K	Buy	6,479 +520	+9%	+$22.8K	0.02%	278
2024 Q2	$247K	Sell	5,959 -362	-6%	-$15.1K	0.02%	307
2024 Q1	$272K	Sell	6,321 -554	-8%	-$22.9K	0.02%	292
2023 Q4	$290K	Buy	6,875 +656	+11%	+$24.7K	0.03%	272
2023 Q3	$229K	Hold	6,219	–	–	0.02%	287
2023 Q2	$242K	Buy	+6,219	New	+$231K	0.02%	298