Medallion Wealth Advisors, LLC’s State Street 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
2026
Q1
$102K Sell
2025
Q4
$101K Sell
2025
Q3
$102K Buy
2025
Q2
$93.7K Sell
2025
Q1
$96.3K Buy
2024
Q4
$95.9K Buy