Berkshire Asset Management’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
2025
Q3
$17.7M Buy
2025
Q2
$15.9M Buy
2025
Q1
$14.9M Buy
2024
Q4
$16.2M Buy
2024
Q3
$13.7M Hold
2024
Q2
$13.7M Buy
2024
Q1
$13.3M Buy
2023
Q4
$11.6M Buy
2023
Q3
$8.54M Buy
2023
Q2
$8.4M Buy
2019
Q2
Sell
2019
Q1
$338K Buy
2018
Q4
$220K Buy
2018
Q3
$204K Buy