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Bellwether Advisors’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 | $23.9K | Hold |
561
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $22.9K | Hold |
561
| – | – | ﹤0.01% | 266 |
|
|
2024
Q4 | $25.2K | Buy |
+561
| New | +$25.2K | ﹤0.01% | 269 |
|
|
2023
Q2 | – | Sell |
-685
| Closed | -$25.9K | – | 408 |
|
|
2023
Q1 | $25.9K | Sell |
685
-115
| -14% | -$4.34K | 0.01% | 229 |
|
|
2022
Q4 | $29.6K | Sell |
800
-221
| -22% | -$8.17K | 0.01% | 221 |
|
|
2022
Q3 | $34K | Sell |
1,021
-716
| -41% | -$23.8K | 0.01% | 189 |
|
|
2022
Q2 | $62K | Hold |
1,737
| – | – | 0.02% | 155 |
|
|
2022
Q1 | $73K | Hold |
1,737
| – | – | 0.02% | 172 |
|
|
2021
Q4 | $77K | Hold |
1,737
| – | – | 0.02% | 167 |
|
|
2021
Q3 | $73K | Sell |
1,737
-266
| -13% | -$11.2K | 0.02% | 184 |
|
|
2021
Q2 | $88K | Hold |
2,003
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $84K | Hold |
2,003
| – | – | 0.03% | 143 |
|
|
2020
Q4 | $71K | Buy |
+2,003
| New | +$71K | 0.03% | 145 |
|