CCG
Coastwise Capital 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 | $1.8M | Buy |
42,215
+5,083
| +14% | +$217K | 1.43% | 16 |
|
|
2025
Q1 | $1.51M | Buy |
37,132
+15,673
| +73% | +$639K | 1.27% | 18 |
|
|
2024
Q4 | $964K | Buy |
21,459
+1,764
| +9% | +$79.2K | 0.77% | 34 |
|
|
2024
Q3 | $896K | Buy |
19,695
+11,984
| +155% | +$545K | 0.74% | 37 |
|
|
2024
Q2 | $320K | Buy |
+7,711
| New | +$320K | 0.31% | 84 |
|