Garrett Wealth Advisory Group’s 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
Q2 | $18.7M | Sell |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $18.5M | Buy |
|
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|
2024
Q2 | $16.5M | Buy |
|
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|
2024
Q1 | $16.9M | Buy |
|
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|
2023
Q4 | $16.4M | Sell |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $15.8M | Buy |
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|
2023
Q1 | $15M | Buy |
|
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $7.3M | Buy |
|
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $246K | Buy |
|