Independent Wealth Network’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
Q3 | $398K | Buy |
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|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Buy |
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