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Bernard Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bernard Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
5,202
– – 0.1% 57
2025
Q1 		$212K Hold
5,202
– – 0.1% 56
2024
Q4 		$234K Buy
+5,202
New +$234K 0.11% 54