EWM
Evermay 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 | $11.9M | Buy |
280,214
+19,761
| +8% | +$842K | 1.47% | 13 |
|
|
2025
Q1 | $10.6M | Buy |
260,453
+13,141
| +5% | +$536K | 1.39% | 14 |
|
|
2024
Q4 | $11.1M | Buy |
247,312
+45,492
| +23% | +$2.04M | 1.68% | 12 |
|
|
2024
Q3 | $9.18M | Buy |
201,820
+54,472
| +37% | +$2.48M | 1.48% | 11 |
|
|
2024
Q2 | $6.12M | Buy |
147,348
+35,021
| +31% | +$1.45M | 0.98% | 17 |
|
|
2024
Q1 | $4.83M | Sell |
112,327
-9,069
| -7% | -$390K | 0.73% | 22 |
|
|
2023
Q4 | $5.12M | Buy |
121,396
+49,357
| +69% | +$2.08M | 0.95% | 18 |
|
|
2023
Q3 | $2.66M | Buy |
72,039
+12,844
| +22% | +$474K | 0.54% | 22 |
|
|
2023
Q2 | $2.3M | Buy |
59,195
+6,023
| +11% | +$234K | 0.44% | 29 |
|
|
2023
Q1 | $2.01M | Buy |
53,172
+13,691
| +35% | +$517K | 0.41% | 30 |
|
|
2022
Q4 | $1.46M | Buy |
39,481
+13,061
| +49% | +$483K | 0.3% | 39 |
|
|
2022
Q3 | $900K | Buy |
26,420
+6,663
| +34% | +$227K | 0.18% | 60 |
|
|
2022
Q2 | $711K | Buy |
19,757
+15,596
| +375% | +$561K | 0.14% | 70 |
|
|
2022
Q1 | $175K | Buy |
+4,161
| New | +$175K | 0.03% | 204 |
|