EP Wealth Advisors’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 | $1.51M | Sell |
35,377
-2,768
| -7% | -$118K | 0.01% | 478 |
|
|
2025
Q1 | $1.55M | Sell |
38,145
-142
| -0.4% | -$5.79K | 0.01% | 403 |
|
|
2024
Q4 | $1.72M | Sell |
38,287
-22,735
| -37% | -$1.02M | 0.01% | 382 |
|
|
2024
Q3 | $2.78M | Buy |
61,022
+23,465
| +62% | +$1.07M | 0.02% | 302 |
|
|
2024
Q2 | $1.56M | Buy |
37,557
+556
| +2% | +$23.1K | 0.02% | 318 |
|
|
2024
Q1 | $1.59M | Sell |
37,001
-566
| -2% | -$24.4K | 0.02% | 301 |
|
|
2023
Q4 | $1.58M | Buy |
37,567
+5,406
| +17% | +$228K | 0.02% | 296 |
|
|
2023
Q3 | $1.19M | Buy |
32,161
+23,251
| +261% | +$858K | 0.02% | 299 |
|
|
2023
Q2 | $1.83M | Buy |
+8,910
| New | +$1.83M | 0.03% | 251 |
|
|
2022
Q2 | – | Sell |
-2,911
| Closed | -$122K | – | 691 |
|
|
2022
Q1 | $122K | Buy |
+2,911
| New | +$122K | ﹤0.01% | 613 |
|