Compass 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 | $3.02M | Buy |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $3.07M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $739K | Buy |
|