Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Hold |
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|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $361K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17.9K | Buy |
|