EWM
Empirical 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 | $1.22M | Sell |
28,576
-142
| -0.5% | -$6.05K | 0.03% | 286 |
|
|
2025
Q1 | $1.17M | Hold |
28,718
| – | – | 0.03% | 277 |
|
|
2024
Q4 | $1.29M | Buy |
28,718
+1,713
| +6% | +$76.9K | 0.04% | 248 |
|
|
2024
Q3 | $1.23M | Sell |
27,005
-88
| -0.3% | -$4.01K | 0.03% | 245 |
|
|
2024
Q2 | $1.13M | Sell |
27,093
-357
| -1% | -$14.8K | 0.03% | 251 |
|
|
2024
Q1 | $1.18M | Buy |
27,450
+453
| +2% | +$19.5K | 0.04% | 245 |
|
|
2023
Q4 | $1.14M | Buy |
26,997
+1,014
| +4% | +$42.8K | 0.04% | 227 |
|
|
2023
Q3 | $959K | Buy |
25,983
+128
| +0.5% | +$4.72K | 0.04% | 231 |
|
|
2023
Q2 | $1M | Buy |
+25,855
| New | +$1M | 0.04% | 223 |
|