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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,261	Closed	-$675K	–	140
2022 Q4	$675K	Buy	+18,261	New	+$675K	0.11%	67