Bernard 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
Q3
$241K Hold
2025
Q2
$222K Hold
2025
Q1
$212K Hold
2024
Q4
$234K Buy