DWM
Denver 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 | $798K | Sell |
18,724
-1,604
| -8% | -$68.3K | 0.33% | 36 |
|
|
2025
Q1 | $829K | Sell |
20,328
-1,726
| -8% | -$70.4K | 0.38% | 32 |
|
|
2024
Q4 | $991K | Buy |
22,054
+194
| +0.9% | +$8.71K | 0.45% | 30 |
|
|
2024
Q3 | $995K | Sell |
21,860
-1,022
| -4% | -$46.5K | 0.46% | 31 |
|
|
2024
Q2 | $950K | Sell |
22,882
-1,282
| -5% | -$53.2K | 0.48% | 35 |
|
|
2024
Q1 | $1.04M | Sell |
24,164
-65,890
| -73% | -$2.84M | 0.53% | 31 |
|
|
2023
Q4 | $3.8M | Buy |
90,054
+12,921
| +17% | +$545K | 2.15% | 15 |
|
|
2023
Q3 | $2.85M | Buy |
77,133
+11,249
| +17% | +$415K | 1.84% | 15 |
|
|
2023
Q2 | $2.56M | Buy |
+65,884
| New | +$2.56M | 1.79% | 15 |
|