FSB Premier Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
27,614
+326
| +1% | +$13.9K | 0.42% | 66 |
|
|
2025
Q1 | $1.11M | Buy |
27,288
+1,725
| +7% | +$70.3K | 0.43% | 65 |
|
|
2024
Q4 | $1.15M | Buy |
25,563
+147
| +0.6% | +$6.6K | 0.46% | 55 |
|
|
2024
Q3 | $1.16M | Buy |
25,416
+1,128
| +5% | +$51.3K | 0.47% | 56 |
|
|
2024
Q2 | $1.01M | Buy |
24,288
+1,215
| +5% | +$50.5K | 0.46% | 52 |
|
|
2024
Q1 | $993K | Sell |
23,073
-960
| -4% | -$41.3K | 0.46% | 51 |
|
|
2023
Q4 | $1.01M | Buy |
24,033
+71
| +0.3% | +$3K | 0.51% | 44 |
|
|
2023
Q3 | $884K | Sell |
23,962
-376
| -2% | -$13.9K | 0.49% | 43 |
|
|
2023
Q2 | $945K | Buy |
24,338
+389
| +2% | +$15.1K | 0.51% | 44 |
|
|
2023
Q1 | $905K | Sell |
23,949
-892
| -4% | -$33.7K | 0.5% | 44 |
|
|
2022
Q4 | $918K | Sell |
24,841
-208
| -0.8% | -$7.69K | 0.5% | 46 |
|
|
2022
Q3 | $853K | Buy |
25,049
+400
| +2% | +$13.6K | 0.5% | 46 |
|
|
2022
Q2 | $886K | Sell |
24,649
-478
| -2% | -$17.2K | 0.49% | 48 |
|
|
2022
Q1 | $1M | Sell |
25,127
-385
| -2% | -$15.3K | 0.5% | 45 |
|
|
2021
Q4 | $1.14M | Buy |
25,512
+1,157
| +5% | +$51.7K | 0.48% | 41 |
|
|
2021
Q3 | $1.04M | Sell |
24,355
-4,793
| -16% | -$204K | 0.52% | 37 |
|
|
2021
Q2 | $1.28M | Sell |
29,148
-649
| -2% | -$28.5K | 0.66% | 33 |
|
|
2021
Q1 | $1.26M | Sell |
29,797
-55,814
| -65% | -$2.36M | 0.68% | 35 |
|
|
2020
Q4 | $3.06M | Buy |
+85,611
| New | +$3.06M | 1.64% | 17 |
|