CLA (CliftonLarsonAllen) Wealth Advisors’s 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 | $152M | Buy |
|
|||||
|
2025
Q2 | $135M | Buy |
|
|||||
|
2025
Q1 | $122M | Buy |
|
|||||
|
2024
Q4 | $91.3M | Buy |
|
|||||
|
2024
Q3 | $86.8M | Buy |
|
|||||
|
2024
Q2 | $75.3M | Buy |
|
|||||
|
2024
Q1 | $71.7M | Sell |
|
|||||
|
2023
Q4 | $142M | Buy |
|
|||||
|
2023
Q3 | $120M | Buy |
|
|||||
|
2023
Q2 | $115M | Buy |
|
|||||
|
2023
Q1 | $103M | Buy |
|