EverSource 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 | $327K | Buy |
7,681
+1,660
| +28% | +$70.7K | 0.01% | 634 |
|
|
2025
Q1 | $245K | Sell |
6,021
-2,971
| -33% | -$121K | 0.01% | 584 |
|
|
2024
Q4 | $404K | Buy |
8,992
+2,633
| +41% | +$118K | 0.02% | 419 |
|
|
2024
Q3 | $289K | Sell |
6,359
-769
| -11% | -$35K | 0.02% | 457 |
|
|
2024
Q2 | $328K | Buy |
7,128
+742
| +12% | +$34.1K | 0.02% | 420 |
|
|
2024
Q1 | $260K | Buy |
6,386
+3,346
| +110% | +$136K | 0.02% | 421 |
|
|
2023
Q4 | $128K | Buy |
3,040
+2,822
| +1,294% | +$119K | 0.01% | 560 |
|
|
2023
Q3 | $8.04K | Hold |
218
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q2 | $8.47K | Sell |
218
-175
| -45% | -$6.8K | ﹤0.01% | 1509 |
|
|
2023
Q1 | $14.8K | Buy |
393
+194
| +97% | +$7.32K | ﹤0.01% | 1199 |
|
|
2022
Q4 | $7.36K | Buy |
+199
| New | +$7.36K | ﹤0.01% | 1456 |
|