Fusion Family Wealth’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 | $365K | Sell |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Buy |
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|
2019
Q2 | $6K | Buy |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q2 | $2K | Buy |
|