Fingerlakes Wealth Management’s State Street 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
Q3 | $565K | Sell |
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|
2025
Q2 | $531K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $581K | Sell |
|
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|
2024
Q3 | $618K | Sell |
|
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $629K | Buy |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $575K | Buy |
|
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $636K | Buy |
|