Gateway Wealth Partners’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 | $400K | Sell |
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|
2025
Q1 | $751K | Buy |
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|
2024
Q4 | $821K | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $18.5M | Sell |
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|
2023
Q2 | $20.2M | Buy |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $17M | Buy |
|