CIBC Private Wealth Group’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 | $3.65M | Buy |
85,579
+4,692
| +6% | +$200K | 0.01% | 473 |
|
|
2025
Q1 | $2.86M | Sell |
80,887
-10,565
| -12% | -$373K | 0.01% | 484 |
|
|
2024
Q4 | $4.12M | Buy |
91,452
+7,422
| +9% | +$334K | 0.01% | 455 |
|
|
2024
Q3 | $3.82M | Buy |
84,030
+15,657
| +23% | +$713K | 0.01% | 471 |
|
|
2024
Q2 | $2.83M | Buy |
68,373
+8,083
| +13% | +$334K | 0.01% | 488 |
|
|
2024
Q1 | $2.57M | Sell |
60,290
-24,062
| -29% | -$1.03M | 0.01% | 496 |
|
|
2023
Q4 | $3.56M | Sell |
84,352
-9,676
| -10% | -$408K | 0.01% | 430 |
|
|
2023
Q3 | $3.47M | Sell |
94,028
-1,584
| -2% | -$58.5K | 0.01% | 424 |
|
|
2023
Q2 | $3.71M | Buy |
95,612
+20,220
| +27% | +$785K | 0.01% | 432 |
|
|
2023
Q1 | $2.85M | Buy |
75,392
+29,204
| +63% | +$1.1M | 0.01% | 466 |
|
|
2022
Q4 | $1.71K | Buy |
46,188
+11,254
| +32% | +$416 | ﹤0.01% | 758 |
|
|
2022
Q3 | $1.19M | Sell |
34,934
-18,965
| -35% | -$646K | ﹤0.01% | 559 |
|
|
2022
Q2 | $1.94M | Sell |
53,899
-5,388
| -9% | -$194K | 0.01% | 493 |
|
|
2022
Q1 | $2.49M | Buy |
+59,287
| New | +$2.49M | 0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-8,850
| Closed | -$289K | – | 924 |
|
|
2019
Q4 | $289K | Hold |
8,850
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $266K | Hold |
8,850
| – | – | ﹤0.01% | 806 |
|
|
2019
Q2 | $271K | Hold |
8,850
| – | – | ﹤0.01% | 834 |
|
|
2019
Q1 | $268K | Hold |
8,850
| – | – | ﹤0.01% | 845 |
|
|
2018
Q4 | $233K | Hold |
8,850
| – | – | ﹤0.01% | 808 |
|
|
2018
Q3 | $294K | Hold |
8,850
| – | – | ﹤0.01% | 866 |
|
|
2018
Q2 | $286K | Buy |
+8,850
| New | +$286K | ﹤0.01% | 866 |
|