HSWS
Higgins & Schmidt Wealth Strategies’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 | $1.47M | Sell |
34,407
-3,405
| -9% | -$145K | 0.81% | 19 |
|
|
2025
Q1 | $1.54M | Sell |
37,812
-621
| -2% | -$25.3K | 0.91% | 18 |
|
|
2024
Q4 | $1.73M | Sell |
38,433
-72,117
| -65% | -$3.24M | 1.08% | 16 |
|
|
2024
Q3 | $5.03M | Buy |
110,550
+4,019
| +4% | +$183K | 3.25% | 11 |
|
|
2024
Q2 | $4.42M | Buy |
106,531
+3,279
| +3% | +$136K | 3.19% | 11 |
|
|
2024
Q1 | $4.44M | Buy |
103,252
+1,369
| +1% | +$58.9K | 3.28% | 11 |
|
|
2023
Q4 | $4.3M | Buy |
+101,883
| New | +$4.3M | 3.46% | 11 |
|