Integrated Wealth Concepts’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 | $15.5M | Buy |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $21.6M | Buy |
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|
2024
Q3 | $21.8M | Sell |
|
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|
2024
Q2 | $25.2M | Sell |
|
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|
2024
Q1 | $28.1M | Sell |
|
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|
2023
Q4 | $28.5M | Sell |
|
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|
2023
Q3 | $28.1M | Sell |
|
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|
2023
Q2 | $31M | Buy |
|
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|
2023
Q1 | $12.5M | Buy |
|
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|
2022
Q4 | $4.87M | Buy |
|
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|
2022
Q3 | $4.34M | Buy |
|
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|
2022
Q2 | $4.33M | Buy |
|
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|
2022
Q1 | $4.69M | Buy |
|
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|
2021
Q4 | $4.89M | Buy |
|
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|
2021
Q3 | $4.11M | Buy |
|
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|
2021
Q2 | $3.54M | Buy |
|
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|
2021
Q1 | $2.68M | Buy |
|
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|
2020
Q4 | $1.73M | Buy |
|
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|
2020
Q3 | $440K | Sell |
|
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|
2020
Q2 | $506K | Buy |
|