BW
BIP Wealth’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 | $584K | Sell |
13,704
-5,546
| -29% | -$236K | 0.04% | 143 |
|
|
2025
Q1 | $785K | Sell |
19,250
-2,858
| -13% | -$116K | 0.05% | 119 |
|
|
2024
Q4 | $993K | Buy |
22,108
+2,211
| +11% | +$99.3K | 0.07% | 103 |
|
|
2024
Q3 | $906K | Sell |
19,897
-1,751
| -8% | -$79.7K | 0.06% | 97 |
|
|
2024
Q2 | $899K | Sell |
21,648
-6,258
| -22% | -$260K | 0.07% | 85 |
|
|
2024
Q1 | $1.2M | Sell |
27,906
-1,079
| -4% | -$46.4K | 0.09% | 77 |
|
|
2023
Q4 | $1.22M | Sell |
28,985
-1,430
| -5% | -$60.3K | 0.1% | 76 |
|
|
2023
Q3 | $1.12M | Sell |
30,415
-6,874
| -18% | -$254K | 0.1% | 71 |
|
|
2023
Q2 | $1.45M | Buy |
37,289
+2,643
| +8% | +$103K | 0.12% | 68 |
|
|
2023
Q1 | $1.31M | Buy |
+34,646
| New | +$1.31M | 0.14% | 68 |
|