IWN
Independent Wealth Network’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 | $365K | Buy |
8,561
+248
| +3% | +$10.6K | 0.13% | 174 |
|
|
2025
Q1 | $339K | Buy |
8,313
+342
| +4% | +$13.9K | 0.14% | 167 |
|
|
2024
Q4 | $358K | Buy |
7,971
+422
| +6% | +$19K | 0.15% | 156 |
|
|
2024
Q3 | $344K | Sell |
7,549
-262
| -3% | -$11.9K | 0.15% | 153 |
|
|
2024
Q2 | $324K | Sell |
7,811
-187
| -2% | -$7.77K | 0.15% | 157 |
|
|
2024
Q1 | $344K | Buy |
7,998
+492
| +7% | +$21.2K | 0.16% | 152 |
|
|
2023
Q4 | $317K | Sell |
7,506
-81
| -1% | -$3.42K | 0.17% | 146 |
|
|
2023
Q3 | $280K | Sell |
7,587
-236
| -3% | -$8.71K | 0.17% | 146 |
|
|
2023
Q2 | $304K | Buy |
7,823
+1,490
| +24% | +$57.9K | 0.18% | 148 |
|
|
2023
Q1 | $239K | Buy |
6,333
+406
| +7% | +$15.3K | 0.15% | 156 |
|
|
2022
Q4 | $219K | Buy |
+5,927
| New | +$219K | 0.15% | 163 |
|
|
2022
Q3 | – | Sell |
-5,564
| Closed | -$200K | – | 194 |
|
|
2022
Q2 | $200K | Buy |
+5,564
| New | +$200K | 0.14% | 173 |
|