BSWM
Boston Standard Wealth Management’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 | $15.9M | Buy |
374,051
+38,225
| +11% | +$1.63M | 2.87% | 10 |
|
|
2025
Q1 | $13.9M | Sell |
335,826
-18,516
| -5% | -$769K | 3.07% | 10 |
|
|
2024
Q4 | $15.9M | Buy |
354,342
+2,625
| +0.7% | +$118K | 3.09% | 11 |
|
|
2024
Q3 | $16M | Buy |
351,717
+15,891
| +5% | +$723K | 3.12% | 10 |
|
|
2024
Q2 | $13.9M | Buy |
335,826
+7,509
| +2% | +$312K | 3.07% | 10 |
|
|
2024
Q1 | $14.1M | Buy |
328,317
+17,306
| +6% | +$745K | 3.2% | 10 |
|
|
2023
Q4 | $11.5M | Hold |
311,011
| – | – | 3.03% | 10 |
|
|
2023
Q3 | $11.5M | Buy |
311,011
+2,942
| +1% | +$109K | 3.03% | 10 |
|
|
2023
Q2 | $12M | Buy |
308,069
+13,881
| +5% | +$539K | 3.06% | 10 |
|
|
2023
Q1 | $11.1M | Sell |
294,188
-2,102
| -0.7% | -$79.4K | 3.19% | 10 |
|
|
2022
Q4 | $11M | Buy |
296,290
+7,951
| +3% | +$294K | 3.25% | 10 |
|
|
2022
Q3 | $9.82M | Buy |
288,339
+10,502
| +4% | +$358K | 3.3% | 9 |
|
|
2022
Q2 | $10.1M | Buy |
277,837
+3,089
| +1% | +$112K | 3.25% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
274,748
+6,681
| +2% | +$281K | 3.31% | 9 |
|
|
2021
Q4 | $12M | Buy |
268,067
+368
| +0.1% | +$16.4K | 3.34% | 9 |
|
|
2021
Q3 | $11.4M | Buy |
267,699
+4,641
| +2% | +$198K | 3.41% | 8 |
|
|
2021
Q2 | $11.6M | Sell |
263,058
-8,827
| -3% | -$388K | 3.5% | 8 |
|
|
2021
Q1 | $11.4M | Sell |
271,885
-12,211
| -4% | -$514K | 3.72% | 7 |
|
|
2020
Q4 | $10.2M | Sell |
284,096
-8,497
| -3% | -$304K | 3.79% | 7 |
|
|
2020
Q3 | $8.01M | Sell |
292,593
-3,028
| -1% | -$82.9K | 3.38% | 8 |
|
|
2020
Q2 | $7.86M | Buy |
295,621
+12,941
| +5% | +$344K | 3.55% | 9 |
|
|
2020
Q1 | $5.74M | Buy |
282,680
+4,105
| +1% | +$83.4K | 3.12% | 9 |
|
|
2019
Q4 | $9.09M | Buy |
278,575
+8,261
| +3% | +$270K | 4.06% | 7 |
|
|
2019
Q3 | $8.11M | Buy |
270,314
+9,717
| +4% | +$291K | 3.91% | 7 |
|
|
2019
Q2 | $7.98M | Buy |
260,597
+12,885
| +5% | +$395K | 3.9% | 8 |
|
|
2019
Q1 | $7.58M | Buy |
247,712
+7,819
| +3% | +$239K | 3.94% | 8 |
|
|
2018
Q4 | $6.32M | Buy |
239,893
+3,279
| +1% | +$86.4K | 3.76% | 8 |
|
|
2018
Q3 | $7.69M | Buy |
+236,614
| New | +$7.69M | 4.18% | 6 |
|
|
2018
Q1 | $6.62M | Sell |
221,157
-5,135
| -2% | -$154K | 4.14% | 6 |
|
|
2017
Q4 | $6.82M | Buy |
+226,292
| New | +$6.82M | 4.34% | 6 |
|