CWM
Cranbrook Wealth Management’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 | $230K | Buy |
5,395
+629
| +13% | +$26.8K | 0.05% | 112 |
|
|
2025
Q1 | $194K | Hold |
4,766
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $214K | Hold |
4,766
| – | – | 0.05% | 105 |
|
|
2024
Q3 | $217K | Hold |
4,766
| – | – | 0.05% | 107 |
|
|
2024
Q2 | $198K | Hold |
4,766
| – | – | 0.05% | 107 |
|
|
2024
Q1 | $205K | Hold |
4,766
| – | – | 0.05% | 92 |
|
|
2023
Q4 | $201K | Buy |
+4,766
| New | +$201K | 0.05% | 92 |
|