GSWM
Golden State Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
62,193
+1,435
| +2% | +$61.1K | 0.32% | 61 |
|
|
2025
Q1 | $2.48M | Buy |
60,758
+7,147
| +13% | +$291K | 0.37% | 57 |
|
|
2024
Q4 | $2.41M | Buy |
+53,611
| New | +$2.41M | 0.36% | 60 |
|
|
2022
Q1 | $566K | Sell |
13,459
-4,106
| -23% | -$173K | 0.11% | 164 |
|
|
2021
Q4 | $785K | Sell |
17,565
-389
| -2% | -$17.4K | 0.14% | 158 |
|
|
2021
Q3 | $765K | Buy |
17,954
+414
| +2% | +$17.6K | 0.17% | 122 |
|
|
2021
Q2 | $771K | Sell |
17,540
-31,683
| -64% | -$1.39M | 0.17% | 117 |
|
|
2021
Q1 | $2.08M | Buy |
49,223
+1,447
| +3% | +$61.1K | 0.69% | 29 |
|
|
2020
Q4 | $1.71M | Buy |
47,776
+43,371
| +985% | +$1.55M | 0.5% | 39 |
|
|
2020
Q3 | $121K | Buy |
+4,405
| New | +$121K | 0.04% | 239 |
|
|
2020
Q2 | – | Sell |
-4,450
| Closed | -$97K | – | 787 |
|
|
2020
Q1 | $97K | Buy |
+4,450
| New | +$97K | 0.04% | 252 |
|
|
2019
Q4 | – | Sell |
-4,242
| Closed | -$127K | – | 790 |
|
|
2019
Q3 | $127K | Sell |
4,242
-843
| -17% | -$25.2K | 0.04% | 280 |
|
|
2019
Q2 | $155K | Sell |
5,085
-34
| -0.7% | -$1.04K | 0.05% | 264 |
|
|
2019
Q1 | $155K | Buy |
+5,119
| New | +$155K | 0.05% | 256 |
|