EWM
EPG 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 | $13.6K | Buy |
320
+2
| +0.6% | +$85 | ﹤0.01% | 262 |
|
|
2025
Q1 | $13K | Buy |
318
+1
| +0.3% | +$41 | ﹤0.01% | 351 |
|
|
2024
Q4 | $14.2K | Hold |
317
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $14.4K | Buy |
+317
| New | +$14.4K | ﹤0.01% | 357 |
|
|
2024
Q2 | – | Sell |
-640
| Closed | -$27.5K | – | 354 |
|
|
2024
Q1 | $27.5K | Hold |
640
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $25.9K | Hold |
640
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $23.6K | Hold |
640
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $24.9K | Buy |
640
+323
| +102% | +$12.5K | 0.01% | 324 |
|
|
2023
Q1 | $12K | Hold |
317
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $11.7K | Hold |
317
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $11K | Buy |
+317
| New | +$11K | ﹤0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-317
| Closed | -$13K | – | 377 |
|
|
2022
Q1 | $13K | Hold |
317
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $14K | Hold |
317
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $14K | Buy |
+317
| New | +$14K | 0.01% | 321 |
|
|
2020
Q2 | – | Sell |
-212
| Closed | -$5K | – | 673 |
|
|
2020
Q1 | $5K | Hold |
212
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $7K | Buy |
+212
| New | +$7K | 0.01% | 470 |
|