Impact Partnership Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
385,013
+34,329
| +10% | +$1.46M | 3.02% | 10 |
|
|
2025
Q1 | $14.3M | Buy |
350,684
+89,075
| +34% | +$3.63M | 3.05% | 9 |
|
|
2024
Q4 | $11.8M | Buy |
261,609
+16,244
| +7% | +$730K | 2.37% | 9 |
|
|
2024
Q3 | $11.2M | Buy |
245,365
+78,073
| +47% | +$3.55M | 2.52% | 11 |
|
|
2024
Q2 | $6.95M | Buy |
167,292
+25,397
| +18% | +$1.05M | 1.83% | 12 |
|
|
2024
Q1 | $6.11M | Sell |
141,895
-5,258
| -4% | -$226K | 2.42% | 8 |
|
|
2023
Q4 | $6.21M | Buy |
147,153
+147,067
| +171,008% | +$6.2M | 2.27% | 11 |
|
|
2023
Q3 | $3.17K | Sell |
86
-2,168
| -96% | -$80K | ﹤0.01% | 758 |
|
|
2023
Q2 | $87.5K | Buy |
+2,254
| New | +$87.5K | 0.03% | 201 |
|