Congress 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 | $25.4M | Sell |
|
|||||
|
2025
Q1 | $45.4M | Sell |
|
|||||
|
2024
Q4 | $79.1M | Sell |
|
|||||
|
2024
Q3 | $81.7M | Sell |
|
|||||
|
2024
Q2 | $76.1M | Sell |
|
|||||
|
2024
Q1 | $80.1M | Buy |
|
|||||
|
2023
Q4 | $78.4M | Buy |
|
|||||
|
2023
Q3 | $68.3M | Buy |
|
|||||
|
2023
Q2 | $60.8M | Buy |
|
|||||
|
2023
Q1 | $57M | Buy |
|
|||||
|
2022
Q4 | $28.8M | Buy |
|
|||||
|
2022
Q3 | $4.11M | Buy |
|
|||||
|
2022
Q2 | $4.33M | Sell |
|
|||||
|
2022
Q1 | $29.7M | Sell |
|
|||||
|
2021
Q4 | $34.9M | Buy |
|