DWM
Diversify 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 | $7.19M | Sell |
161,383
-2,322
| -1% | -$103K | 0.44% | 47 |
|
|
2025
Q1 | $6.44M | Buy |
163,705
+12,693
| +8% | +$499K | 0.48% | 49 |
|
|
2024
Q4 | $6.66M | Sell |
151,012
-26,352
| -15% | -$1.16M | 0.52% | 46 |
|
|
2024
Q3 | $7.91M | Buy |
177,364
+4,205
| +2% | +$188K | 0.76% | 29 |
|
|
2024
Q2 | $7.24M | Buy |
+173,159
| New | +$7.24M | 0.9% | 20 |
|