HWP
Hibernia Wealth Partners’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 | $7.35M | Buy |
172,419
+86,161
| +100% | +$3.67M | 2.37% | 9 |
|
|
2025
Q1 | $3.52M | Sell |
86,258
-29,334
| -25% | -$1.2M | 2.5% | 10 |
|
|
2024
Q4 | $5.19M | Sell |
115,592
-142,726
| -55% | -$6.41M | 3.38% | 6 |
|
|
2024
Q3 | $11.8M | Buy |
258,318
+15,870
| +7% | +$722K | 3.52% | 6 |
|
|
2024
Q2 | $10.1M | Buy |
242,448
+109,746
| +83% | +$4.56M | 3.51% | 7 |
|
|
2024
Q1 | $5.71M | Sell |
132,702
-15,059
| -10% | -$648K | 3.87% | 7 |
|
|
2023
Q4 | $6.23M | Buy |
147,761
+77,261
| +110% | +$3.26M | 4.67% | 9 |
|
|
2023
Q3 | $2.6M | Buy |
+70,500
| New | +$2.6M | 2.01% | 14 |
|