Caldwell Trust’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
9,047
|
|
||||
|
2025
Q1 | $369K | Hold |
9,047
|
|
||||
|
2024
Q4 | $406K | Sell |
9,047
-105
|
|
||||
|
2024
Q3 | $417K | Hold |
9,152
|
|
||||
|
2024
Q2 | $380K | Hold |
9,152
|
|
||||
|
2024
Q1 | $394K | Hold |
9,152
|
|
||||
|
2023
Q4 | $386K | Hold |
9,152
|
|
||||
|
2023
Q3 | $338K | Sell |
9,152
-133
|
|
||||
|
2023
Q2 | $361K | Buy |
+9,285
|
|
||||
|
2022
Q2 | – | Sell |
-425
|
|
||||
|
2022
Q1 | $17.9K | Buy |
+425
|
|