Collaborative Wealth Management’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 | $740K | Buy |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $815K | Buy |
|
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|
2024
Q2 | $712K | Sell |
|
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|
2024
Q1 | $759K | Buy |
|
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $719K | Sell |
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|
2023
Q1 | $913K | Sell |
|
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q1 | $1.47M | Buy |
|