Horizon 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 | $540K | Sell |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $415K | Buy |
|
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $392K | Buy |
|
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $499K | Buy |
|