Heartwood Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Heartwood Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$156K	Buy
2023 Q1	–	Sell
2022 Q4	$675K	Buy