Buckingham Strategic Wealth’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
2024 Q2	$833K	Sell	20,070 -1,604	-7%	-$66.8K	0.01%	362
2024 Q1	$933K	Sell	21,674 -2,405	-10%	-$99.4K	0.01%	348
2023 Q4	$1.02M	Sell	24,079 -4,588	-16%	-$173K	0.01%	321
2023 Q3	$1.06M	Buy	28,667 +177	+0.6%	+$6.89K	0.02%	285
2023 Q2	$1.11M	Buy	28,490 +2,731	+11%	+$102K	0.02%	287
2023 Q1	$952K	Hold	25,759	–	–	0.02%	276
2022 Q4	$952K	Sell	25,759 -1,225	-5%	-$45.9K	0.02%	277
2022 Q3	$919K	Sell	26,984 -379	-1%	-$14.3K	0.02%	267
2022 Q2	$985K	Buy	27,363 +1,526	+6%	+$59.2K	0.02%	261
2022 Q1	$1.09M	Hold	25,837	–	–	0.02%	248
2021 Q4	$1.16M	Sell	25,837 -145	-0.6%	-$6.45K	0.02%	245
2021 Q3	$1.11M	Sell	25,982 -1,958	-7%	-$83.9K	0.02%	245
2021 Q2	$1.23M	Sell	27,940 -2,281	-8%	-$99.1K	0.03%	229
2021 Q1	$1.28M	Sell	30,221 -3,160	-9%	-$129K	0.06%	208
2020 Q4	$1.2M	Buy	+33,381	New	+$1.07M	0.06%	201
2020 Q2	–	Sell	-14,200	Closed	-$310K	–	470
2020 Q1	$310K	Buy	+14,200	New	+$412K	0.03%	341