Golden State Wealth Management’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 | $2.65M | Buy |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2022
Q1 | $566K | Sell |
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|
2021
Q4 | $785K | Sell |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $121K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $97K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $127K | Sell |
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|
2019
Q2 | $155K | Sell |
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|
2019
Q1 | $155K | Buy |
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