Clifford Swan Investment Counsel’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
Q2
$299K Buy
2025
Q1
$286K Hold
2024
Q4
$316K Buy
2024
Q3
$318K Hold
2024
Q2
$290K Hold
2024
Q1
$301K Hold
2023
Q4
$295K Buy
2023
Q3
$247K Hold
2023
Q2
$260K Buy