FNWA
Financial Network 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 | $536K | Buy |
12,588
+340
| +3% | +$14.5K | 0.65% | 28 |
|
|
2025
Q1 | $499K | Buy |
12,248
+313
| +3% | +$12.8K | 0.66% | 28 |
|
|
2024
Q4 | $536K | Sell |
11,935
-6,811
| -36% | -$306K | 1% | 15 |
|
|
2024
Q3 | $853K | Sell |
18,746
-1,051
| -5% | -$47.8K | 0.7% | 31 |
|
|
2024
Q2 | $839K | Buy |
19,797
+12,776
| +182% | +$541K | 0.63% | 37 |
|
|
2024
Q1 | $302K | Buy |
7,021
+128
| +2% | +$5.51K | 0.3% | 86 |
|
|
2023
Q4 | $291K | Buy |
+6,893
| New | +$291K | 0.31% | 82 |
|