EPG Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
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|
2025
Q1 | $13K | Buy |
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|
2024
Q4 | $14.2K | Hold |
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|
2024
Q3 | $14.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $27.5K | Hold |
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|
2023
Q4 | $25.9K | Hold |
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|
2023
Q3 | $23.6K | Hold |
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|
2023
Q2 | $24.9K | Buy |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $14K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Buy |
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